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 LLC2 years Service code 26 · EIN 83-1605610 | Advisory (Participants) | $11,424 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,659 |
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 | $18,042 | $52,293-65.5% | $178,490-89.9% | $73,409-75.4% |
| Participation rate | 67.7% | 65.3%+2.4pp | 81.9%-14.2pp | 72.2%-4.5pp |
| Annual return | 15.52% | 34.75%-19.2pp | 151.07%-135.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $404 | $1,735-76.7% | $5,011-91.9% | $2,234-81.9% |
| Participant deferral / active EE | $1,001 | $2,332-57.1% | $5,202-80.8% | $3,805-73.7% |
| Admin fee / account holder | $127 | $127-0.1% | $13,984-99.1% | $158-19.4% |