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 |
|---|---|---|
MICHAEL BARBETTI LLC CPA3+ years Service code 10 · EIN 27-2871459 | Accounting | $8,000 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,755 |
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.
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 | $15,748 | $47,977-67.2% | $154,107-89.8% | $56,287-72.0% |
| Participation rate | 15.8% | 66.2%-50.4pp | 83.0%-67.3pp | 69.9%-54.1pp |
| Annual return | 5.89% | 3.54%+2.3pp | 735.12%-729.2pp | -9.96%+15.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $242 | $2,392-89.9% | $5,081-95.2% | $3,350-92.8% |
| Admin fee / account holder | $168 | $438-61.7% | $13,411-98.7% | $521-67.8% |