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) | $1,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $81,392 | $75,183+8.3% | $123,892-34.3% | $55,167+47.5% |
| Participation rate | 58.7% | 72.8%-14.2pp | 81.4%-22.7pp | 69.0%-10.3pp |
| Annual return | 6.10% | 19.01%-12.9pp | 47.52%-41.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,590 | $2,823-43.7% | $4,617-65.6% | $1,963-19.0% |
| Participant deferral / active EE | $3,987 | $5,084-21.6% | $5,984-33.4% | $3,054+30.5% |
| Admin fee / account holder | $13 | $663-98.1% | $8,357-99.8% | $504-97.5% |