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 | $400 |
Filed as: ING LIFE INSURANCE & ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $239 |
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 | $52,104 | $58,726-11.3% | $92,233-43.5% | $62,292-16.4% |
| Participation rate | 28.4% | 68.3%-39.9pp | 76.5%-48.0pp | 69.5%-41.1pp |
| Annual return | 13.38% | 43.62%-30.2pp | 176.28%-162.9pp | 28.90%-15.5pp |
| Employer contribution / active EE | $531 | $2,392-77.8% | $3,679-85.6% | $2,042-74.0% |
| Participant deferral / active EE | $1,855 | $2,766-32.9% | $3,897-52.4% | $3,169-41.5% |
| Admin fee / account holder | $24 | $556-95.6% | $5,194-99.5% | $479-94.9% |