See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $69,722 |
THE BENEFIT PRACTICE1 year Service code 11 · EIN 13-4144565 | Actuarial | $5,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,324 |
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 | $56,141 | $127,481-56.0% | $149,696-62.5% | $90,288-37.8% |
| Participation rate | 44.8% | 78.2%-33.4pp | 82.5%-37.7pp | 73.4%-28.6pp |
| Annual return | 15.16% | 57.78%-42.6pp | 276.60%-261.4pp | 53.97%-38.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $6,198 | $6,975-11.1% | $6,842-9.4% | $4,232+46.4% |
| Admin fee / account holder | -$24 | $152-115.9% | $9,309-100.3% | $114-121.2% |