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 |
|---|---|---|
DRAVO BAY LLC1 year Service code 26 · EIN 83-1605610 | Advisory (Participants) | $10,322 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,270 |
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 | $31,270 | $52,953-40.9% | $172,739-81.9% | $65,185-52.0% |
| Participation rate | 39.5% | 66.2%-26.7pp | 82.6%-43.1pp | 70.2%-30.7pp |
| Annual return | 18.71% | 30.12%-11.4pp | 802.84%-784.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $547 | $2,190-75.0% | $5,143-89.4% | $2,177-74.9% |
| Participant deferral / active EE | $1,121 | $2,471-54.6% | $5,198-78.4% | $3,514-68.1% |
| Admin fee / account holder | $278 | $472-41.1% | $13,954-98.0% | $847-67.2% |