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 37 · EIN 04-2647786 | Loan Processing | $146,683 |
MARCUM LLP2 years Filed as: MARCUM WEALTH LLC Service code 27 · EIN 20-2317470 | Advisory (Plan) | $71,138 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,615 | $45,000-36.4% | $143,757-80.1% | $77,904-63.3% |
| Participation rate | 40.7% | 66.8%-26.1pp | 80.3%-39.6pp | 73.7%-33.0pp |
| Annual return | -15.78% | 29.03%-44.8pp | -0.04%-15.7pp | 12.21%-28.0pp |
| Employer contribution / active EE | $151 | $1,870-91.9% | $4,951-96.9% | $2,848-94.7% |
| Participant deferral / active EE | $2,805 | $3,157-11.1% | $5,637-50.2% | $4,806-41.6% |
| Admin fee / account holder | $133 | $98+35.1% | $14,673-99.1% | $133+0.3% |