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 27-2233898 | Advisory (Plan) | $19,944 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,687 | $104,475-63.9% | $159,436-76.4% | $79,386-52.5% |
| Participation rate | 22.1% | 76.6%-54.5pp | 82.8%-60.7pp | 70.7%-48.6pp |
| Annual return | 18.45% | 67.95%-49.5pp | 263.57%-245.1pp | 116.85%-98.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,243 | $6,467-49.8% | $7,352-55.9% | $4,046-19.8% |
| Admin fee / account holder | $259 | $711-63.6% | $10,799-97.6% | $626-58.7% |