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 |
|---|---|---|
Filed as: AUDIT AND TAX SOLUTIONS Service code 10 · EIN 94-3211753 | Accounting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $89,883 | $69,977+28.4% | $108,579-17.2% | $62,891+42.9% |
| Participation rate | 69.4% | 72.9%-3.5pp | 79.6%-10.1pp | 69.3%+0.1pp |
| Annual return | 5.54% | 10.73%-5.2pp | -51.70%+57.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,956 | $2,135-8.4% | $3,758-48.0% | $2,281-14.3% |
| Participant deferral / active EE | $8,060 | $3,165+154.7% | $4,311+87.0% | $3,203+151.6% |
| Admin fee / account holder | $54 | $5,076-98.9% | $7,645-99.3% | $4,296-98.7% |