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 55 · EIN 26-4310632 | Other Commissions | $17,210 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,537 |
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.
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 | $40,960 | $78,419-47.8% | $133,956-69.4% | $73,409-44.2% |
| Participation rate | 51.1% | 78.6%-27.5pp | 79.8%-28.7pp | 72.2%-21.1pp |
| Annual return | 14.95% | 33.35%-18.4pp | 45.09%-30.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,081 | $2,044-47.1% | $3,919-72.4% | $2,234-51.6% |
| Participant deferral / active EE | $1,871 | $3,925-52.3% | $5,048-62.9% | $3,805-50.8% |
| Admin fee / account holder | $78 | $161-51.4% | $8,927-99.1% | $158-50.4% |