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 52 · EIN 35-0145825 | Indirect Investment Fees | $37,762 |
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 | $35,138 | $57,108-38.5% | $94,224-62.7% | $52,331-32.9% |
| Participation rate | 69.7% | 72.9%-3.2pp | 78.8%-9.1pp | 68.1%+1.6pp |
| Annual return | -0.53% | 1.47%-2.0pp | 10.68%-11.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $95 | $1,735-94.5% | $3,587-97.4% | $1,882-95.0% |
| Participant deferral / active EE | $1,906 | $3,040-37.3% | $4,320-55.9% | $3,022-36.9% |
| Admin fee / account holder | $237 | $546-56.5% | $6,269-96.2% | $592-59.9% |