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 25 · EIN 04-2647786 | Directed Trustee | $11,344 |
CMJ, LLP2+ years Service code 10 · EIN 14-1710385 | Accounting | $6,800 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,490 | $67,606+235.0% | $82,313+175.2% | $70,131+223.0% |
| Participation rate | 67.5% | 72.8%-5.2pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 16.75% | 21.57%-4.8pp | 25.88%-9.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,501 | $2,987-16.3% | $3,706-32.5% | $3,332-24.9% |
| Admin fee / account holder | $304 | $4,512-93.3% | $5,608-94.6% | $4,645-93.5% |