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 55 · EIN 35-2552359 | Other Commissions | $11,487 |
Service code 37 · EIN 04-2647786 | Loan Processing | $594 |
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 | $40,845 | $35,986+13.5% | $77,482-47.3% | $73,488-44.4% |
| Participation rate | 56.1% | 40.8%+15.3pp | 54.2%+1.9pp | 70.7%-14.5pp |
| Annual return | 16.92% | 19.26%-2.3pp | 54.79%-37.9pp | 28.51%-11.6pp |
| Employer contribution / active EE | $888 | $557+59.3% | $986-10.0% | $2,270-60.9% |
| Participant deferral / active EE | $2,276 | $1,198+90.0% | $1,861+22.3% | $3,740-39.1% |
| Admin fee / account holder | $4 | $466-99.1% | $2,858-99.9% | $513-99.2% |