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 |
|---|---|---|
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $3,535 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,569 |
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 | $64,385 | $80,753-20.3% | $136,294-52.8% | $62,292+3.4% |
| Participation rate | 59.7% | 73.5%-13.9pp | 81.9%-22.3pp | 69.5%-9.9pp |
| Annual return | 31.22% | 35.83%-4.6pp | 5155.94%-5124.7pp | 28.90%+2.3pp |
| Employer contribution / active EE | $1,294 | $2,884-55.1% | $4,695-72.4% | $2,042-36.6% |
| Participant deferral / active EE | $7,150 | $5,164+38.5% | $6,247+14.5% | $3,169+125.6% |
| Admin fee / account holder | $27 | $525-94.9% | $9,243-99.7% | $479-94.4% |