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 | $250 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $299,820 | $89,652+234.4% | $141,162+112.4% | $65,185+360.0% |
| Participation rate | 25.0% | 74.7%-49.7pp | 82.5%-57.5pp | 70.2%-45.2pp |
| Annual return | 30.29% | 32.79%-2.5pp | 71.39%-41.1pp | 29.38%+0.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,349 | $5,691-41.1% | $6,709-50.1% | $3,514-4.7% |
| Admin fee / account holder | $7 | $569-98.8% | $10,261-99.9% | $847-99.2% |