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) | $10,403 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,406 | $65,118-57.9% | $76,768-64.3% | $55,725-50.8% |
| Participation rate | 61.5% | 79.6%-18.1pp | 77.0%-15.5pp | 70.9%-9.4pp |
| Annual return | -6.62% | -1.27%-5.4pp | 2.43%-9.0pp | 244.93%-251.5pp |
| Employer contribution / active EE | $749 | $1,941-61.4% | $2,485-69.9% | $2,078-64.0% |
| Participant deferral / active EE | $1,825 | $3,688-50.5% | $3,852-52.6% | $3,356-45.6% |
| Admin fee / account holder | $47 | $116-59.3% | $6,675-99.3% | $115-59.1% |