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 |
|---|---|---|
PRONVEST1+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $8,700 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $69,126 | $52,681+31.2% | $75,781-8.8% | $59,632+15.9% |
| Participation rate | 58.4% | 67.2%-8.8pp | 75.8%-17.4pp | 68.7%-10.2pp |
| Annual return | -0.33% | 2.95%-3.3pp | 9.68%-10.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,411 | $2,591+31.6% | $3,651-6.6% | $3,192+6.9% |
| Admin fee / account holder | $124 | $3,610-96.6% | $5,299-97.7% | $4,297-97.1% |