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 LLC6+ years Service code 27 · EIN 45-0997570 | Advisory (Plan) | $25,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,613 |
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 | $69,998 | $78,419-10.7% | $133,956-47.7% | $73,409-4.6% |
| Participation rate | 64.9% | 78.6%-13.7pp | 79.8%-14.9pp | 72.2%-7.3pp |
| Annual return | 18.65% | 33.35%-14.7pp | 45.09%-26.4pp | 59.29%-40.6pp |
| Employer contribution / active EE | $530 | $2,044-74.0% | $3,919-86.5% | $2,234-76.3% |
| Participant deferral / active EE | $3,507 | $3,925-10.7% | $5,048-30.5% | $3,805-7.8% |
| Admin fee / account holder | $274 | $161+69.9% | $8,927-96.9% | $158+73.6% |