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 49 · EIN 04-1590850 | Other Services | $1,913 |
Service code 53 · EIN 41-0973005 | Insurance Commissions | $1,451 |
AMERICAN FUNDS3 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
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 | $95,518 | $86,332+10.6% | $125,175-23.7% | $65,185+46.5% |
| Participation rate | 60.7% | 75.3%-14.6pp | 79.8%-19.0pp | 70.2%-9.5pp |
| Annual return | 14.16% | 27.43%-13.3pp | 43.79%-29.6pp | 29.38%-15.2pp |
| Employer contribution / active EE | $1,133 | $2,040-44.5% | $3,865-70.7% | $2,177-48.0% |
| Participant deferral / active EE | $2,796 | $3,537-20.9% | $4,937-43.4% | $3,514-20.4% |
| Admin fee / account holder | $25 | $609-95.9% | $9,702-99.7% | $847-97.0% |