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 |
|---|---|---|
DANZIGER & MARKHOFF LLP7 years Service code 49 · EIN 13-3010201 | Other Services | $20,896 |
Filed as: PROCYON INSTITIUTIONAL PARTNERS LLC Service code 99 · EIN 82-1646066 | Other Fees | $17,986 |
Filed as: PROCYON PARTNERS LLC Service code 99 · EIN 82-1597862 | Other Fees | $16,068 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,598 | $53,136-1.0% | $155,509-66.2% | $199,593-73.6% |
| Participation rate | 35.8% | 64.1%-28.3pp | 78.2%-42.4pp | 72.0%-36.2pp |
| Annual return | 14.24% | 41.15%-26.9pp | 64.67%-50.4pp | 34.25%-20.0pp |
| Employer contribution / active EE | $3 | $1,851-99.8% | $4,672-99.9% | $3,034-99.9% |
| Participant deferral / active EE | $2,292 | $3,161-27.5% | $5,626-59.3% | $5,087-54.9% |
| Admin fee / account holder | $21 | $185-88.9% | $15,912-99.9% | $269-92.4% |