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 |
|---|---|---|
PALLADIUM PARTNERS1 year Filed as: PALLADIUM REGISTERED INVESTMENT ADV Service code 55 999 WATERSIDE DRIVE · NORFOLK, VA 23510 | Other Commissions | $0 |
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 | $36,631 | $65,557-44.1% | $105,738-65.4% | $56,287-34.9% |
| Participation rate | 30.0% | 63.4%-33.4pp | 76.3%-46.3pp | 69.9%-39.9pp |
| Annual return | -6.02% | -1.32%-4.7pp | 6.27%-12.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $342 | $1,788-80.9% | $3,268-89.5% | $2,111-83.8% |
| Participant deferral / active EE | $1,376 | $2,418-43.1% | $4,080-66.3% | $3,350-58.9% |
| Admin fee / account holder | $186 | $561-66.9% | $6,913-97.3% | $521-64.3% |