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 5-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 55 · EIN 86-0588303 | Other Commissions | $61,843 |
MARKS PANETH LLP1+ years Service code 10 · EIN 11-3518842 | Accounting | $20,000 |
ELITE INSURANCE AGENCY INC1+ years Filed as: ELITE INSURANCE AGENCY, INC Service code 23 · EIN 13-3275143 | Insurance services | $6,027 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,370 | $56,152+71.6% | $185,823-48.1% | $73,409+31.3% |
| Participation rate | 49.6% | 67.6%-17.9pp | 78.0%-28.4pp | 72.2%-22.6pp |
| Annual return | 15.81% | 17.59%-1.8pp | 35.95%-20.1pp | 59.29%-43.5pp |
| Employer contribution / active EE | $641 | $1,532-58.1% | $4,087-84.3% | $2,234-71.3% |
| Participant deferral / active EE | $3,485 | $3,659-4.8% | $5,632-38.1% | $3,805-8.4% |
| Admin fee / account holder | $92 | $132-30.5% | $9,500-99.0% | $158-41.9% |