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 | $350 |
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 | $378,600 | $99,957+278.8% | $149,696+152.9% | $73,488+415.2% |
| Participation rate | 31.2% | 75.7%-44.5pp | 82.5%-51.3pp | 70.7%-39.5pp |
| Annual return | 36.28% | 53.87%-17.6pp | 276.60%-240.3pp | 28.51%+7.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,054 | $6,073-33.2% | $6,842-40.8% | $3,740+8.4% |
| Admin fee / account holder | $9 | $551-98.4% | $9,309-99.9% | $513-98.3% |