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 15 · EIN 13-3689044 | Recordkeeping | $12,441 |
Service code 13 · EIN 58-2380163 229 FURY'S FERRY ROAD · AUGUSTA, GA 30907 | Contract Administrator | $6,350 |
Service code 22 · EIN 26-4310632 | Insurance Broker | $4,726 |
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 | $31,191 | $80,753-61.4% | $136,294-77.1% | $62,292-49.9% |
| Participation rate | 61.4% | 73.5%-12.1pp | 81.9%-20.5pp | 69.5%-8.1pp |
| Annual return | 17.12% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $835 | $2,884-71.1% | $4,695-82.2% | $2,042-59.1% |
| Participant deferral / active EE | $2,567 | $5,164-50.3% | $6,247-58.9% | $3,169-19.0% |
| Admin fee / account holder | $148 | $525-71.8% | $9,243-98.4% | $479-69.1% |