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 | $468,201 | $104,475+348.1% | $159,436+193.7% | $79,386+489.8% |
| Participation rate | 33.0% | 76.6%-43.6pp | 82.8%-49.8pp | 70.7%-37.7pp |
| Annual return | 21.48% | 67.95%-46.5pp | 263.57%-242.1pp | 116.85%-95.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,557 | $6,467-29.5% | $7,352-38.0% | $4,046+12.6% |
| Admin fee / account holder | $9 | $711-98.8% | $10,799-99.9% | $626-98.6% |