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) | $46,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,749 |
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 | $29,929 | $81,719-63.4% | $101,248-70.4% | $90,288-66.9% |
| Participation rate | 57.7% | 80.7%-23.0pp | 75.8%-18.1pp | 73.4%-15.6pp |
| Annual return | 18.68% | 337.64%-319.0pp | 46.47%-27.8pp | 53.97%-35.3pp |
| Employer contribution / active EE | $514 | $3,622-85.8% | $3,660-85.9% | $2,524-79.6% |
| Participant deferral / active EE | $1,988 | $3,310-39.9% | $4,370-54.5% | $4,232-53.0% |
| Admin fee / account holder | $84 | $162-47.9% | $5,945-98.6% | $114-26.0% |