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 37 · EIN 04-2647786 | Loan Processing | $140,864 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $75,000 |
FLAGEL HUBER FLAGEL5 years Filed as: FLAGEL HUBER FLAGEL & CO Service code 10 · EIN 31-0796034 | Accounting | $16,950 |
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 | $63,060 | $111,072-43.2% | $156,263-59.6% | $102,872-38.7% |
| Participation rate | 57.6% | 80.1%-22.6pp | 78.9%-21.3pp | 73.0%-15.5pp |
| Annual return | 19.96% | 16.98%+3.0pp | 59.47%-39.5pp | 19.06%+0.9pp |
| Employer contribution / active EE | $1,027 | $4,017-74.4% | $4,333-76.3% | $3,526-70.9% |
| Participant deferral / active EE | $4,573 | $5,455-16.2% | $6,158-25.7% | $5,535-17.4% |
| Admin fee / account holder | $199 | $120+65.3% | $14,255-98.6% | $292-31.8% |