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 28 · EIN 01-0233346 | Investment Management | $727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,224 | $56,443-30.5% | $83,848-53.2% | $55,725-29.6% |
| Participation rate | 32.8% | 72.0%-39.2pp | 76.1%-43.3pp | 70.9%-38.0pp |
| Annual return | -5.94% | 393.67%-399.6pp | 850.88%-856.8pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,173 | $2,682-56.3% | $3,631-67.7% | $2,078-43.6% |
| Participant deferral / active EE | $2,084 | $2,965-29.7% | $4,082-48.9% | $3,356-37.9% |
| Admin fee / account holder | $17 | $156-89.1% | $5,478-99.7% | $115-85.3% |