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 52 · EIN 04-1590850 | Indirect Investment Fees | $30,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,602 | $27,330-46.6% | $67,711-78.4% | $55,191-73.5% |
| Participation rate | 68.6% | 47.5%+21.0pp | 67.5%+1.0pp | 69.2%-0.6pp |
| Annual return | 3.79% | 8.81%-5.0pp | 25.41%-21.6pp | 10.78%-7.0pp |
| Employer contribution / active EE | $261 | $855-69.5% | $2,559-89.8% | $1,899-86.3% |
| Participant deferral / active EE | $2,999 | $1,709+75.5% | $3,585-16.3% | $3,046-1.5% |
| Admin fee / account holder | $42 | $109-62.0% | $4,255-99.0% | $91-54.2% |