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 | $4,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,796 | $37,044+23.6% | $71,796-36.2% | $57,658-20.6% |
| Participation rate | 28.4% | 61.1%-32.7pp | 69.1%-40.7pp | 70.2%-41.8pp |
| Annual return | 5.56% | 12.64%-7.1pp | 78.04%-72.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $224 | $720-68.9% | $1,924-88.4% | $1,974-88.6% |
| Participant deferral / active EE | $563 | $1,974-71.5% | $2,794-79.8% | $3,061-81.6% |
| Admin fee / account holder | $46 | $101-54.9% | $4,815-99.1% | $95-51.8% |