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) | $3,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,329 | $57,921+5.9% | $84,750-27.6% | $57,658+6.4% |
| Participation rate | 24.1% | 72.9%-48.8pp | 76.6%-52.5pp | 70.2%-46.1pp |
| Annual return | 10.05% | 10.24%-0.2pp | 22.78%-12.7pp | 5.13%+4.9pp |
| Employer contribution / active EE | $36 | $2,598-98.6% | $3,574-99.0% | $1,974-98.2% |
| Participant deferral / active EE | $1,514 | $2,742-44.8% | $3,712-59.2% | $3,061-50.5% |
| Admin fee / account holder | $19 | $130-85.0% | $5,332-99.6% | $95-79.5% |