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 37 · EIN 04-2647786 | Loan Processing | $13,643 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $12,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,713 | $39,948+19.4% | $89,391-46.6% | $73,409-35.0% |
| Participation rate | 30.1% | 50.4%-20.3pp | 68.0%-37.9pp | 72.2%-42.1pp |
| Annual return | 15.35% | 50.12%-34.8pp | 245.62%-230.3pp | 59.29%-43.9pp |
| Employer contribution / active EE | $205 | $1,200-82.9% | $2,586-92.1% | $2,234-90.8% |
| Participant deferral / active EE | $784 | $2,193-64.2% | $3,890-79.8% | $3,805-79.4% |
| Admin fee / account holder | $278 | $134+107.1% | $4,881-94.3% | $158+76.0% |