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 |
|---|---|---|
Filed as: CLOSED DLR - ALLEN & CO Service code 27 · EIN 59-0913641 | Advisory (Plan) | $24,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,278 | $73,638-0.5% | $95,952-23.6% | $73,488-0.3% |
| Participation rate | 59.4% | 76.2%-16.7pp | 77.1%-17.7pp | 70.7%-11.3pp |
| Annual return | 48.80% | 16.78%+32.0pp | 91.61%-42.8pp | 28.51%+20.3pp |
| Employer contribution / active EE | $1,723 | $1,863-7.5% | $2,541-32.2% | $2,270-24.1% |
| Participant deferral / active EE | $3,168 | $3,617-12.4% | $4,167-24.0% | $3,740-15.3% |
| Admin fee / account holder | $340 | $482-29.6% | $6,795-95.0% | $513-33.8% |