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 | $91,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,631 | $43,453-13.4% | $109,313-65.6% | $63,975-41.2% |
| Participation rate | 47.3% | 59.3%-12.0pp | 71.3%-24.0pp | 71.1%-23.8pp |
| Annual return | 9.11% | 9.85%-0.7pp | 22.07%-13.0pp | 48.65%-39.5pp |
| Employer contribution / active EE | $660 | $1,799-63.3% | $3,892-83.0% | $2,182-69.7% |
| Participant deferral / active EE | $2,108 | $2,093+0.7% | $3,166-33.4% | $3,356-37.2% |
| Admin fee / account holder | $34 | $79-56.5% | $5,666-99.4% | $70-51.3% |