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 27 · EIN 35-1729164 | Advisory (Plan) | $29,520 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,803 |
CROWE LLP4+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $9,500 |
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 | $73,218 | $40,174+82.3% | $84,015-12.9% | $67,579+8.3% |
| Participation rate | 65.2% | 62.7%+2.5pp | 69.0%-3.8pp | 71.3%-6.1pp |
| Annual return | 23.57% | 25.82%-2.3pp | 71.31%-47.7pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,159 | $808+43.6% | $1,983-41.5% | $2,148-46.0% |
| Participant deferral / active EE | $3,236 | $2,301+40.7% | $3,239-0.1% | $3,539-8.6% |
| Admin fee / account holder | $280 | $128+118.6% | $6,101-95.4% | $142+97.1% |