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 27 · EIN 47-1411118 | Advisory (Plan) | $18,744 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,919 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,133 | $52,670-56.1% | $90,404-74.4% | $73,409-68.5% |
| Participation rate | 30.5% | 67.7%-37.1pp | 72.7%-42.1pp | 72.2%-41.6pp |
| Annual return | 14.20% | 20.70%-6.5pp | 1293.02%-1278.8pp | 59.29%-45.1pp |
| Employer contribution / active EE | $202 | $1,872-89.2% | $3,262-93.8% | $2,234-91.0% |
| Participant deferral / active EE | $946 | $2,807-66.3% | $3,963-76.1% | $3,805-75.1% |
| Admin fee / account holder | $97 | $117-16.6% | $5,611-98.3% | $158-38.3% |