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 86-0588303 | Other Commissions | $87,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,085 |
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).
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 | $44,974 | $56,095-19.8% | $178,490-74.8% | $90,288-50.2% |
| Participation rate | 46.1% | 65.6%-19.5pp | 81.9%-35.9pp | 73.4%-27.3pp |
| Annual return | 17.03% | 28.81%-11.8pp | 151.07%-134.0pp | 53.97%-36.9pp |
| Employer contribution / active EE | $124 | $1,572-92.1% | $5,011-97.5% | $2,524-95.1% |
| Participant deferral / active EE | $2,930 | $2,669+9.8% | $5,202-43.7% | $4,232-30.8% |
| Admin fee / account holder | $5 | $101-94.8% | $13,984-100.0% | $114-95.4% |