Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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) | $20,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,485 | $54,193-8.7% | $93,654-47.2% | $77,671-36.3% |
| Participation rate | 45.1% | 63.9%-18.9pp | 68.7%-23.7pp | 70.6%-25.5pp |
| Annual return | 13.44% | 30.54%-17.1pp | 133.34%-119.9pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,138 | $1,168-2.5% | $2,421-53.0% | $2,726-58.2% |
| Participant deferral / active EE | $2,812 | $3,144-10.5% | $4,413-36.3% | $4,648-39.5% |
| Admin fee / account holder | $79 | $576-86.3% | $8,282-99.1% | $430-81.7% |