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 16 · EIN 47-1411118 | Consulting | $27,787 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,748 |
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 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 | $27,223 | $52,208-47.9% | $86,612-68.6% | $74,419-63.4% |
| Participation rate | 38.4% | 66.3%-28.0pp | 71.7%-33.3pp | 70.7%-32.4pp |
| Annual return | 22.18% | 44.46%-22.3pp | 591.07%-568.9pp | 34.38%-12.2pp |
| Employer contribution / active EE | $1,689 | $2,282-26.0% | $3,022-44.1% | $2,637-35.9% |
| Participant deferral / active EE | $1,542 | $3,383-54.4% | $4,438-65.3% | $4,528-65.9% |
| Admin fee / account holder | $123 | $319-61.4% | $5,614-97.8% | $348-64.6% |