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 26 · EIN 20-1090152 | Advisory (Participants) | $9,601 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,768 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,548 | $69,305-61.7% | $82,313-67.7% | $69,631-61.9% |
| Participation rate | 56.0% | 80.3%-24.2pp | 76.9%-20.9pp | 70.7%-14.6pp |
| Annual return | 14.46% | 21.47%-7.0pp | 25.88%-11.4pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $600 | $1,887-68.2% | $2,428-75.3% | $2,032-70.5% |
| Participant deferral / active EE | $1,405 | $3,568-60.6% | $3,706-62.1% | $3,224-56.4% |
| Admin fee / account holder | $41 | $97-57.7% | $5,608-99.3% | $110-62.8% |