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 25 · EIN 04-2647786 | Directed Trustee | $13,925 |
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 | $34,973 | $55,516-37.0% | $75,781-53.8% | $59,188-40.9% |
| Participation rate | 31.8% | 73.6%-41.8pp | 75.8%-44.0pp | 69.4%-37.6pp |
| Annual return | 1.39% | -1.89%+3.3pp | 9.68%-8.3pp | 5.51%-4.1pp |
| Employer contribution / active EE | $740 | $2,604-71.6% | $3,323-77.7% | $2,098-64.7% |
| Participant deferral / active EE | $2,386 | $2,599-8.2% | $3,651-34.7% | $3,265-26.9% |
| Admin fee / account holder | $17 | $110-84.4% | $5,299-99.7% | $92-81.4% |