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 |
|---|---|---|
FLYNN FINANCIAL, LLC5+ years Service code 99 · EIN 45-2041617 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $79,536 | $73,638+8.0% | $95,952-17.1% | $73,488+8.2% |
| Participation rate | 41.4% | 76.2%-34.8pp | 77.1%-35.7pp | 70.7%-29.3pp |
| Annual return | 14.38% | 16.78%-2.4pp | 91.61%-77.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,339 | $3,617-63.0% | $4,167-67.9% | $3,740-64.2% |
| Admin fee / account holder | $9 | $482-98.1% | $6,795-99.9% | $513-98.2% |