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 99 · EIN 26-2219855 | Other Fees | $5,833 |
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 | $29,674 | $56,152-47.2% | $185,823-84.0% | $73,409-59.6% |
| Participation rate | 0.0% | 67.6%-67.6pp | 78.0%-78.0pp | 72.2%-72.2pp |
| Annual return | 21.84% | 17.59%+4.2pp | 35.95%-14.1pp | 59.29%-37.5pp |
| Employer contribution / active EE | $1,561 | $1,532+1.9% | $4,087-61.8% | $2,234-30.1% |
| Participant deferral / active EE | $2,771 | $3,659-24.3% | $5,632-50.8% | $3,805-27.2% |
| Admin fee / account holder | $133 | $132+0.7% | $9,500-98.6% | $158-15.8% |