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 |
|---|---|---|
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,921 | $107,459-59.1% | $135,903-67.7% | $80,160-45.2% |
| Participation rate | 62.2% | 78.0%-15.9pp | 81.9%-19.7pp | 72.9%-10.7pp |
| Annual return | 37.09% | 91.91%-54.8pp | 68.23%-31.1pp | 40.38%-3.3pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $10,680 | $8,195+30.3% | $7,758+37.7% | $5,017+112.9% |
| Admin fee / account holder | $1 | $127-99.0% | $10,762-100.0% | $145-99.1% |