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 25 · EIN 04-2647786 | Directed Trustee | $4,545 |
CFD INVESTMENTS INC2+ years Service code 61 · EIN 35-1692812 | Finders' fees / placement fees | $0 |
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 | $19,724 | $46,732-57.8% | $156,549-87.4% | $55,167-64.2% |
| Participation rate | 35.3% | 65.8%-30.5pp | 84.0%-48.7pp | 69.0%-33.6pp |
| Annual return | 7.28% | 17.72%-10.4pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $526 | $2,105-75.0% | $5,501-90.4% | $1,963-73.2% |
| Participant deferral / active EE | $1,139 | $2,204-48.3% | $4,871-76.6% | $3,054-62.7% |
| Admin fee / account holder | $68 | $418-83.8% | $13,027-99.5% | $504-86.5% |