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 15 · EIN 01-0233346 | Recordkeeping | $21,511 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $11,754 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,048 |
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 | $40,047 | $53,925-25.7% | $75,670-47.1% | $69,631-42.5% |
| Participation rate | 37.4% | 71.2%-33.8pp | 72.3%-35.0pp | 70.7%-33.3pp |
| Annual return | 15.50% | 17.84%-2.3pp | 27.34%-11.8pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $167 | $1,802-90.7% | $2,352-92.9% | $2,032-91.8% |
| Participant deferral / active EE | $1,262 | $2,569-50.9% | $3,142-59.8% | $3,224-60.8% |
| Admin fee / account holder | $170 | $97+75.5% | $5,800-97.1% | $110+54.3% |