Filed January 30, 2025
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 26 · EIN 71-0294708 | Advisory (Participants) | $9,229 |
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 | $35,389 | $40,174-11.9% | $84,015-57.9% | $67,579-47.6% |
| Participation rate | 43.6% | 62.7%-19.1pp | 69.0%-25.4pp | 71.3%-27.7pp |
| Annual return | 19.19% | 25.82%-6.6pp | 71.31%-52.1pp | 378.56%-359.4pp |
| Employer contribution / active EE | $374 | $808-53.7% | $1,983-81.1% | $2,148-82.6% |
| Participant deferral / active EE | $1,925 | $2,301-16.3% | $3,239-40.6% | $3,539-45.6% |
| Admin fee / account holder | $44 | $128-65.7% | $6,101-99.3% | $142-69.1% |