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 26 · EIN 71-0294708 | Advisory (Participants) | $34,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,173 | $53,345-49.1% | $121,098-77.6% | $74,419-63.5% |
| Participation rate | 39.2% | 60.0%-20.8pp | 69.5%-30.3pp | 70.7%-31.5pp |
| Annual return | 19.46% | 35.15%-15.7pp | 985.75%-966.3pp | 34.38%-14.9pp |
| Employer contribution / active EE | $628 | $1,898-66.9% | $4,164-84.9% | $2,637-76.2% |
| Participant deferral / active EE | $765 | $3,221-76.2% | $4,080-81.2% | $4,528-83.1% |
| Admin fee / account holder | $121 | $382-68.3% | $5,644-97.9% | $348-65.2% |