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 37 · EIN 04-2647786 | Loan Processing | $4,100 |
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 | $32,572 | $44,473-26.8% | $76,523-57.4% | $55,725-41.5% |
| Participation rate | 43.6% | 51.0%-7.4pp | 68.0%-24.4pp | 70.9%-27.3pp |
| Annual return | -4.66% | -2.01%-2.7pp | -0.27%-4.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $335 | $1,101-69.6% | $2,647-87.3% | $2,078-83.9% |
| Participant deferral / active EE | $1,944 | $1,988-2.2% | $3,835-49.3% | $3,356-42.1% |
| Admin fee / account holder | $43 | $134-68.0% | $4,848-99.1% | $115-62.7% |