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 | $137,773 |
MARCUM LLP3 years Filed as: MARCUM WEALTH LLC Service code 27 · EIN 20-2317470 | Advisory (Plan) | $79,455 |
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 | $35,211 | $50,127-29.8% | $149,673-76.5% | $80,160-56.1% |
| Participation rate | 43.5% | 64.3%-20.7pp | 78.8%-35.2pp | 72.9%-29.4pp |
| Annual return | 21.87% | 29.82%-7.9pp | 134.42%-112.5pp | 40.38%-18.5pp |
| Employer contribution / active EE | $168 | $1,865-91.0% | $4,818-96.5% | $2,978-94.3% |
| Participant deferral / active EE | $3,105 | $3,194-2.8% | $5,680-45.3% | $5,017-38.1% |
| Admin fee / account holder | $124 | $153-18.8% | $13,210-99.1% | $145-14.4% |