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 25 · EIN 04-2647786 | Directed Trustee | $11,015 |
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.
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 | $52,589 | $80,753-34.9% | $136,294-61.4% | $62,292-15.6% |
| Participation rate | 24.8% | 73.5%-48.8pp | 81.9%-57.2pp | 69.5%-44.7pp |
| Annual return | 22.73% | 35.83%-13.1pp | 5155.94%-5133.2pp | 28.90%-6.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,199 | $5,164-38.0% | $6,247-48.8% | $3,169+1.0% |
| Admin fee / account holder | $118 | $525-77.5% | $9,243-98.7% | $479-75.3% |