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 3-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 71-0294708 | Advisory (Participants) | $42,261 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $106,028-100.0% | $146,958-100.0% | $77,643-100.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 82.2%-82.2pp | 70.6%-70.6pp |
| Annual return | 26.02% | 56.73%-30.7pp | 418.34%-392.3pp | 31.24%-5.2pp |
| Employer contribution / active EE | $5,172 | $4,063+27.3% | $4,933+4.8% | $2,726+89.7% |
| Participant deferral / active EE | $9,868 | $7,990+23.5% | $8,070+22.3% | $4,647+112.3% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |