See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $51,142 |
ROGOFF & COMPANY PC3 years Filed as: ROGOFF & COMPANY, PC Service code 16 · EIN 13-2688836 | Consulting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,424 | $84,487+158.5% | $125,339+74.3% | $66,914+226.4% |
| Participation rate | 65.8% | 76.4%-10.6pp | 82.4%-16.6pp | 69.8%-4.0pp |
| Annual return | -17.02% | -8.39%-8.6pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,708 | $6,781+43.2% | $7,446+30.4% | $4,237+129.1% |
| Admin fee / account holder | $255 | $685-62.8% | $10,010-97.5% | $593-57.0% |