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 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY · COLUMBIA, MD 21045 | Plan Administrator | $10,719 |
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 | $66,059 | $48,313+36.7% | $73,307-9.9% | $52,331+26.2% |
| Participation rate | 62.7% | 68.6%-5.8pp | 74.9%-12.2pp | 68.1%-5.4pp |
| Annual return | 0.40% | 3.85%-3.4pp | 5.67%-5.3pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,256 | $1,661-24.4% | $3,237-61.2% | $1,882-33.2% |
| Participant deferral / active EE | $2,567 | $4,189-38.7% | $4,991-48.6% | $3,022-15.0% |
| Admin fee / account holder | $170 | $404-58.0% | $5,637-97.0% | $592-71.3% |