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 |
|---|---|---|
PRESTON AND COMPANY1+ years Service code 16 · EIN 23-2022858 | Consulting | $6,415 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
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 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 | $62,566 | $39,245+59.4% | $64,105-2.4% | $52,331+19.6% |
| Participation rate | 36.7% | 58.2%-21.5pp | 68.2%-31.4pp | 68.1%-31.4pp |
| Annual return | 0.48% | 14.79%-14.3pp | 791.24%-790.8pp | 4.54%-4.1pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,617 | $1,992-18.8% | $2,822-42.7% | $3,022-46.5% |
| Admin fee / account holder | $76 | $592-87.1% | $4,499-98.3% | $592-87.1% |