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 12 · EIN 13-3689044 | Investment management; Distribution (... | $843 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,395 | $61,156+38.0% | $185,823-54.6% | $79,386+6.3% |
| Participation rate | 48.3% | 66.6%-18.3pp | 81.7%-33.4pp | 70.7%-22.4pp |
| Annual return | 16.40% | 19.45%-3.1pp | 122.05%-105.7pp | 116.85%-100.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,047 | $2,789+116.9% | $5,568+8.6% | $4,046+49.5% |
| Admin fee / account holder | $53 | $710-92.5% | $16,237-99.7% | $626-91.5% |