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 27 · EIN 35-2552359 | Advisory (Plan) | $42,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,780 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,916 | $66,051-63.8% | $92,893-74.3% | $77,787-69.3% |
| Participation rate | 61.4% | 81.0%-19.6pp | 76.0%-14.6pp | 73.2%-11.8pp |
| Annual return | 24.10% | 20.69%+3.4pp | 109.41%-85.3pp | 32.57%-8.5pp |
| Employer contribution / active EE | $506 | $3,426-85.2% | $3,653-86.2% | $2,504-79.8% |
| Participant deferral / active EE | $1,692 | $3,013-43.8% | $4,236-60.0% | $3,967-57.3% |
| Admin fee / account holder | $73 | $148-50.6% | $5,794-98.7% | $100-27.0% |