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 | $66,497 |
AVONDAL PARTNERS, LLC3+ years Service code 27 · EIN 62-1854335 | Advisory (Plan) | $40,000 |
FRAZIER & DEETER, LLC3+ years Service code 10 · EIN 58-1433845 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,884 | $44,989-9.1% | $170,442-76.0% | $77,958-47.6% |
| Participation rate | 56.1% | 64.6%-8.5pp | 83.6%-27.5pp | 71.6%-15.6pp |
| Annual return | 26.03% | 19.61%+6.4pp | 205.93%-179.9pp | 20.87%+5.2pp |
| Employer contribution / active EE | $1,346 | $1,466-8.2% | $5,433-75.2% | $2,310-41.8% |
| Participant deferral / active EE | $3,616 | $2,208+63.8% | $4,939-26.8% | $3,537+2.3% |
| Admin fee / account holder | $38 | $69-44.7% | $13,880-99.7% | $97-60.8% |