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) | $30,855 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $83,090 | $64,286+29.3% | $90,951-8.6% | $73,409+13.2% |
| Participation rate | 63.5% | 63.6%-0.1pp | 69.0%-5.5pp | 72.2%-8.7pp |
| Annual return | 14.45% | 21.45%-7.0pp | 134.60%-120.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,249 | $895+39.6% | $2,122-41.2% | $2,234-44.1% |
| Participant deferral / active EE | $3,321 | $2,453+35.4% | $3,373-1.5% | $3,805-12.7% |
| Admin fee / account holder | $259 | $287-9.8% | $5,959-95.7% | $158+64.0% |