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 16 · EIN 13-5674085 | Consulting | $6,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,540 |
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 | $48,769 | $59,186-17.6% | $76,768-36.5% | $56,287-13.4% |
| Participation rate | 49.6% | 75.2%-25.6pp | 77.0%-27.3pp | 69.9%-20.2pp |
| Annual return | -5.20% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $335 | $1,759-80.9% | $2,485-86.5% | $2,111-84.1% |
| Participant deferral / active EE | $1,919 | $3,255-41.0% | $3,852-50.2% | $3,350-42.7% |
| Admin fee / account holder | $106 | $489-78.3% | $6,675-98.4% | $521-79.6% |