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 |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC2 years Filed as: SNOWDEN ACCOUNT SERVICES INC Service code 27 · EIN 45-0997570 | Advisory (Plan) | $23,062 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,340 |
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.
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 | $64,450 | $86,332-25.3% | $125,175-48.5% | $65,185-1.1% |
| Participation rate | 66.0% | 75.3%-9.4pp | 79.8%-13.8pp | 70.2%-4.2pp |
| Annual return | 24.88% | 27.43%-2.5pp | 43.79%-18.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $394 | $2,040-80.7% | $3,865-89.8% | $2,177-81.9% |
| Participant deferral / active EE | $3,552 | $3,537+0.4% | $4,937-28.1% | $3,514+1.1% |
| Admin fee / account holder | $269 | $609-55.8% | $9,702-97.2% | $847-68.2% |