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 9-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 |
|---|---|---|
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 | Accounting | $3,132 |
Filed as: PRIME CAPITAL INVESTMENT ADV LLC Service code 26 · EIN 83-1364595 | Advisory (Participants) | $2,657 |
Service code 10 · EIN 48-0890241 | Accounting | $1,700 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,403 | $58,879-53.5% | $178,490-84.6% | $73,488-62.7% |
| Participation rate | 63.6% | 66.2%-2.6pp | 81.9%-18.3pp | 70.7%-7.1pp |
| Annual return | 11.78% | 24.86%-13.1pp | 151.07%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $432 | $2,567-83.2% | $5,202-91.7% | $3,740-88.5% |
| Admin fee / account holder | $34 | $400-91.5% | $13,984-99.8% | $513-93.4% |