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 71-0297408 | Advisory (Participants) | $5,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,683 | $63,346-8.9% | $92,233-37.5% | $70,131-17.7% |
| Participation rate | 61.5% | 68.7%-7.1pp | 76.5%-14.9pp | 69.5%-8.0pp |
| Annual return | 14.49% | 530.12%-515.6pp | 176.28%-161.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $697 | $2,471-71.8% | $3,679-81.0% | $2,342-70.2% |
| Participant deferral / active EE | $1,966 | $2,854-31.1% | $3,897-49.6% | $3,332-41.0% |
| Admin fee / account holder | $94 | $3,840-97.6% | $5,194-98.2% | $4,645-98.0% |