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) | $5,222 |
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 | $57,423 | $56,443+1.7% | $83,848-31.5% | $55,725+3.0% |
| Participation rate | 25.7% | 72.0%-46.4pp | 76.1%-50.5pp | 70.9%-45.2pp |
| Annual return | -5.00% | 393.67%-398.7pp | 850.88%-855.9pp | 244.93%-249.9pp |
| Employer contribution / active EE | $99 | $2,682-96.3% | $3,631-97.3% | $2,078-95.3% |
| Participant deferral / active EE | $1,311 | $2,965-55.8% | $4,082-67.9% | $3,356-60.9% |
| Admin fee / account holder | $25 | $156-83.7% | $5,478-99.5% | $115-77.9% |