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 | $625 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
PURSHE KAPLAN STERLING INV1+ years Service code 61 · EIN 13-3749682 | Finders' fees / placement fees | $0 |
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 | $57,680 | $50,464+14.3% | $75,781-23.9% | $52,331+10.2% |
| Participation rate | 35.9% | 66.8%-30.9pp | 75.8%-39.9pp | 68.1%-32.2pp |
| Annual return | 2.25% | 1.03%+1.2pp | 9.68%-7.4pp | 4.54%-2.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,674 | $2,570-34.9% | $3,651-54.1% | $3,022-44.6% |
| Admin fee / account holder | $15 | $1,103-98.7% | $5,299-99.7% | $592-97.5% |