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 9-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 99 · EIN 61-1758632 | Other Fees | $26,809 |
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 | $80,022 | $122,239-34.5% | $184,200-56.6% | $74,546+7.3% |
| Participation rate | 58.5% | 85.5%-27.0pp | 86.8%-28.3pp | 67.2%-8.7pp |
| Annual return | 13.83% | 19.95%-6.1pp | 28.80%-15.0pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $1,196 | $4,537-73.6% | $6,424-81.4% | $2,624-54.4% |
| Participant deferral / active EE | $5,058 | $7,139-29.1% | $9,132-44.6% | $4,347+16.3% |
| Admin fee / account holder | $179 | $1,260-85.8% | $13,907-98.7% | $1,944-90.8% |