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 |
|---|---|---|
IPS RIA, LLC1+ years Service code 16 · EIN 47-1445310 | Consulting | $61,478 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $57,421 |
BAKER TILLY US, LLP1+ years Filed as: MONTGOMERY COSCIA GREILICH, LLP Service code 10 · EIN 75-2919818 | Accounting | $16,575 |
Filed as: MASSMUTUAL Service code 50 · EIN 04-1590850 | Direct Payment | $13,611 |
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 | $51,093 | $67,505-24.3% | $155,790-67.2% | $67,505-24.3% |
| Participation rate | 27.6% | 71.2%-43.6pp | 76.1%-48.5pp | 71.2%-43.6pp |
| Annual return | 1.86% | 6.52%-4.7pp | 71.54%-69.7pp | 6.52%-4.7pp |
| Employer contribution / active EE | $166 | $2,173-92.4% | $3,836-95.7% | $2,173-92.4% |
| Participant deferral / active EE | $1,178 | $3,597-67.2% | $4,797-75.4% | $3,597-67.2% |
| Admin fee / account holder | $27 | $56-51.7% | $7,478-99.6% | $56-51.7% |