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 37 · EIN 04-2647786 | Loan Processing | $5,464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,351 | $56,629+33.1% | $77,999-3.4% | $55,167+36.6% |
| Participation rate | 51.3% | 73.3%-22.0pp | 75.5%-24.2pp | 69.0%-17.7pp |
| Annual return | 6.95% | 2866.98%-2860.0pp | 425.96%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $681 | $1,723-60.5% | $2,470-72.4% | $1,963-65.3% |
| Participant deferral / active EE | $2,733 | $2,777-1.6% | $3,497-21.8% | $3,054-10.5% |
| Admin fee / account holder | $80 | $467-82.8% | $5,480-98.5% | $504-84.1% |