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 55 · EIN 38-1961943 | Other Commissions | $23,784 |
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $176,838 | $63,355+179.1% | $91,989+92.2% | $72,985+142.3% |
| Participation rate | 67.6% | 72.5%-4.9pp | 78.6%-11.1pp | 69.5%-1.9pp |
| Annual return | 23.85% | 35.35%-11.5pp | 69.02%-45.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,569 | $2,116+21.4% | $3,452-25.6% | $2,440+5.3% |
| Participant deferral / active EE | $6,142 | $4,883+25.8% | $5,923+3.7% | $3,607+70.3% |
| Admin fee / account holder | $13 | $4,668-99.7% | $7,743-99.8% | $5,124-99.8% |