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 15 · EIN 16-1503696 | Recordkeeping | $29,097 |
Filed as: IMPACT RETIREMENT ADVISORS Service code 27 · EIN 99-1021446 | Advisory (Plan) | $5,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,695 | $50,815-31.7% | $155,509-77.7% | $77,643-55.3% |
| Participation rate | 42.6% | 63.1%-20.5pp | 78.2%-35.6pp | 70.6%-28.0pp |
| Annual return | 12.61% | 34.80%-22.2pp | 64.67%-52.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $828 | $1,993-58.4% | $4,672-82.3% | $2,726-69.6% |
| Participant deferral / active EE | $1,494 | $2,822-47.1% | $5,626-73.4% | $4,647-67.9% |
| Admin fee / account holder | $239 | $437-45.3% | $15,912-98.5% | $430-44.5% |