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 8-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 66 | Other insurance wrap fees; Insurance ... | $10,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,525 | $58,101-80.2% | $118,925-90.3% | $73,409-84.3% |
| Participation rate | 23.9% | 56.1%-32.2pp | 75.4%-51.5pp | 72.2%-48.3pp |
| Annual return | 24.84% | 20.56%+4.3pp | 35.88%-11.0pp | 59.29%-34.5pp |
| Employer contribution / active EE | $747 | $1,445-48.3% | $3,263-77.1% | $2,234-66.6% |
| Participant deferral / active EE | $1,233 | $2,400-48.6% | $4,265-71.1% | $3,805-67.6% |
| Admin fee / account holder | $16 | $138-88.2% | $6,581-99.8% | $158-89.7% |