See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VICUS CAPITAL2+ years Service code 27 · EIN 25-1366084 | Advisory (Plan) | $228,743 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $169,556 |
EMC CPAS, LLC2+ years Service code 10 · EIN 84-1739458 | Accounting | $15,020 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,034 | $103,641+7.1% | $107,525+3.3% | $102,872+7.9% |
| Participation rate | 50.1% | 79.4%-29.3pp | 75.1%-24.9pp | 73.0%-22.9pp |
| Annual return | 16.86% | 13.08%+3.8pp | 181.32%-164.5pp | 19.06%-2.2pp |
| Employer contribution / active EE | $1,851 | $5,096-63.7% | $3,754-50.7% | $3,526-47.5% |
| Participant deferral / active EE | $3,636 | $3,789-4.1% | $5,116-28.9% | $5,535-34.3% |
| Admin fee / account holder | $183 | $276-33.7% | $8,919-97.9% | $292-37.4% |