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 64 · EIN 71-0294708 | Recordkeeping Fees | $19,247 |
GWM ADVISORS LLC1 year Filed as: GWM ADVISORS Service code 99 · EIN 46-0854203 | Other Fees | $12,105 |
BOURGEOIS BENNETT LLC1 year Filed as: BOURGEOIS BENNETT, LLC Service code 10 · EIN 72-0136870 | Accounting | $9,000 |
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 | $33,359 | $58,879-43.3% | $178,490-81.3% | $73,488-54.6% |
| Participation rate | 57.7% | 66.2%-8.5pp | 81.9%-24.2pp | 70.7%-13.0pp |
| Annual return | 12.63% | 24.86%-12.2pp | 151.07%-138.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $632 | $2,236-71.7% | $5,011-87.4% | $2,270-72.2% |
| Participant deferral / active EE | $1,363 | $2,567-46.9% | $5,202-73.8% | $3,740-63.6% |
| Admin fee / account holder | $244 | $400-39.2% | $13,984-98.3% | $513-52.5% |