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 9-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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $9,351 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD, 7TH FLOOR · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,954 |
TIAA1+ years Service code 23 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Direct payment from the plan; Insuran... | $1,198 |
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.
Annual investment return 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 | $38,827 | $46,732-16.9% | $156,549-75.2% | $55,167-29.6% |
| Participation rate | 42.5% | 65.8%-23.3pp | 84.0%-41.5pp | 69.0%-26.5pp |
| Annual return | -0.54% | 17.72%-18.3pp | 32.23%-32.8pp | 169.23%-169.8pp |
| Employer contribution / active EE | $243 | $2,105-88.5% | $5,501-95.6% | $1,963-87.6% |
| Participant deferral / active EE | $1,569 | $2,204-28.8% | $4,871-67.8% | $3,054-48.6% |
| Admin fee / account holder | $127 | $418-69.7% | $13,027-99.0% | $504-74.8% |