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 | $11,998 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $11,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,924 | $35,485-1.6% | $74,550-53.2% | $55,725-37.3% |
| Participation rate | 31.4% | 62.5%-31.2pp | 69.1%-37.8pp | 70.9%-39.5pp |
| Annual return | -5.97% | 0.72%-6.7pp | 32.53%-38.5pp | 244.93%-250.9pp |
| Employer contribution / active EE | $399 | $777-48.7% | $1,961-79.7% | $2,078-80.8% |
| Participant deferral / active EE | $1,456 | $2,181-33.2% | $3,108-53.2% | $3,356-56.6% |
| Admin fee / account holder | $221 | $114+93.2% | $5,060-95.6% | $115+91.8% |