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 | $4,680 |
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 | $84,307 | $59,535+41.6% | $90,160-6.5% | $62,292+35.3% |
| Participation rate | 55.4% | 73.0%-17.7pp | 76.9%-21.5pp | 69.5%-14.2pp |
| Annual return | 18.50% | 23.53%-5.0pp | 34.88%-16.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,247 | $1,826-31.7% | $3,318-62.4% | $2,042-39.0% |
| Participant deferral / active EE | $2,554 | $4,639-44.9% | $5,288-51.7% | $3,169-19.4% |
| Admin fee / account holder | $111 | $337-67.1% | $5,943-98.1% | $479-76.9% |