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 51 · EIN 35-1755675 | Investment Mgmt Fees | $14,617 |
Service code 12 · EIN 62-1291257 | Investment management fees paid direc... | $6,086 |
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 | $0 | $46,173-100.0% | $170,442-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 83.6%-83.6pp | 70.7%-70.7pp |
| Annual return | 15.11% | 21.62%-6.5pp | 205.93%-190.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $119 | $1,610-92.6% | $5,433-97.8% | $2,032-94.2% |
| Participant deferral / active EE | $770 | $2,080-63.0% | $4,939-84.4% | $3,224-76.1% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |