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 27 | Advisory (Plan) | $10,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $26,460 | $89,355-70.4% | $141,162-81.3% | $72,985-63.7% |
| Participation rate | 61.6% | 75.1%-13.5pp | 82.5%-20.8pp | 69.5%-7.9pp |
| Annual return | 23.86% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $702 | $3,114-77.5% | $4,735-85.2% | $2,440-71.2% |
| Participant deferral / active EE | $1,339 | $5,418-75.3% | $6,709-80.0% | $3,607-62.9% |
| Admin fee / account holder | $195 | $5,958-96.7% | $10,261-98.1% | $5,124-96.2% |