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 12 · EIN 48-1205033 | Sub-transfer agency fees; Float reven... | $9,502 |
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 | $76,312 | $71,192+7.2% | $117,854-35.2% | $62,292+22.5% |
| Participation rate | 69.3% | 74.2%-5.0pp | 79.7%-10.4pp | 69.5%-0.2pp |
| Annual return | 22.15% | 18.66%+3.5pp | 335.08%-312.9pp | 28.90%-6.7pp |
| Employer contribution / active EE | $312 | $1,934-83.9% | $3,786-91.8% | $2,042-84.7% |
| Participant deferral / active EE | $2,370 | $3,189-25.7% | $4,482-47.1% | $3,169-25.2% |
| Admin fee / account holder | $35 | $587-94.1% | $8,020-99.6% | $479-92.8% |