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 |
|---|---|---|
WIREGRASS ASSET MANAGEMENT2 years Service code 26 · EIN 81-3486133 | Advisory (Participants) | $14,799 |
ASSURANCE DIMENSIONS2 years Service code 10 · EIN 26-3429295 | Accounting | $9,200 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 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 | $28,517 | $64,286-55.6% | $90,951-68.6% | $73,409-61.2% |
| Participation rate | 56.5% | 63.6%-7.1pp | 69.0%-12.5pp | 72.2%-15.7pp |
| Annual return | 11.18% | 21.45%-10.3pp | 134.60%-123.4pp | 59.29%-48.1pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,264 | $2,453-48.5% | $3,373-62.5% | $3,805-66.8% |
| Admin fee / account holder | $239 | $287-16.9% | $5,959-96.0% | $158+51.2% |