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 |
|---|---|---|
JANZ & KNIGHT2 years Service code 10 · EIN 38-1458667 | Accounting | $12,865 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$931 |
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 | $34,601 | $51,466-32.8% | $78,778-56.1% | $62,292-44.5% |
| Participation rate | 67.6% | 59.8%+7.8pp | 69.2%-1.6pp | 69.5%-1.9pp |
| Annual return | 20.56% | 19.96%+0.6pp | 35.62%-15.1pp | 28.90%-8.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,512 | $2,147+63.6% | $2,958+18.7% | $3,169+10.8% |
| Admin fee / account holder | $70 | $489-85.7% | $5,134-98.6% | $479-85.4% |