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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $11,887 |
Service code 16 · EIN 04-2675571 | Consulting | $9,447 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $887 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $127,739 | $63,114+102.4% | $92,893+37.5% | $65,185+96.0% |
| Participation rate | 43.5% | 68.8%-25.3pp | 76.0%-32.5pp | 70.2%-26.7pp |
| Annual return | 19.99% | 28.75%-8.8pp | 109.41%-89.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,113 | $2,571-56.7% | $3,653-69.5% | $2,177-48.9% |
| Participant deferral / active EE | $4,814 | $3,108+54.9% | $4,236+13.6% | $3,514+37.0% |
| Admin fee / account holder | $265 | $624-57.6% | $5,794-95.4% | $847-68.8% |