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 4-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 |
|---|---|---|
LEVELIZED COMPENSATION ADVISOR2+ years Service code 27 | Advisory (Plan) | $9,573 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,950 | $65,435-78.7% | $86,677-83.9% | $66,914-79.2% |
| Participation rate | 96.0% | 75.5%+20.6pp | 76.6%+19.5pp | 69.8%+26.2pp |
| Annual return | -15.62% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,329 | $2,153-38.3% | $2,836-53.1% | $2,544-47.8% |
| Participant deferral / active EE | $1,966 | $4,100-52.0% | $4,656-57.8% | $4,237-53.6% |
| Admin fee / account holder | $94 | $642-85.3% | $7,493-98.7% | $593-84.1% |