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 52 · EIN 04-1590850 | Indirect Investment Fees | $1,850 |
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 | $183,975 | $70,002+162.8% | $115,037+59.9% | $52,331+251.6% |
| Participation rate | 62.0% | 72.1%-10.1pp | 81.4%-19.3pp | 68.1%-6.1pp |
| Annual return | 0.50% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,069 | $2,715+13.0% | $4,608-33.4% | $1,882+63.1% |
| Participant deferral / active EE | $8,015 | $4,920+62.9% | $6,026+33.0% | $3,022+165.2% |
| Admin fee / account holder | $15 | $566-97.3% | $8,175-99.8% | $592-97.4% |