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 52 · EIN 04-1590850 | Indirect Investment Fees | $1,250 |
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 | $31,980 | $48,313-33.8% | $73,307-56.4% | $52,331-38.9% |
| Participation rate | 62.2% | 68.6%-6.4pp | 74.9%-12.7pp | 68.1%-5.9pp |
| Annual return | 5.28% | 3.85%+1.4pp | 5.67%-0.4pp | 4.54%+0.7pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,861 | $4,189+63.8% | $4,991+37.5% | $3,022+127.0% |
| Admin fee / account holder | $9 | $404-97.8% | $5,637-99.8% | $592-98.5% |