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 |
|---|---|---|
TRAVIS WOLFF, LLP1 year Service code 16 · EIN 20-8185533 | Consulting | $480 |
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 | $22,570 | $25,723-12.3% | $69,182-67.4% | $55,167-59.1% |
| Participation rate | 28.7% | 39.4%-10.7pp | 55.1%-26.4pp | 69.0%-40.3pp |
| Annual return | 7.25% | 9.56%-2.3pp | -21.93%+29.2pp | 169.23%-162.0pp |
| Employer contribution / active EE | $292 | $480-39.3% | $1,206-75.8% | $1,963-85.1% |
| Participant deferral / active EE | $739 | $963-23.3% | $1,897-61.1% | $3,054-75.8% |
| Admin fee / account holder | $18 | $365-95.1% | $2,697-99.3% | $504-96.4% |