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 | $3,150 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,990 | $70,002-65.7% | $115,037-79.1% | $52,331-54.2% |
| Participation rate | 68.8% | 72.1%-3.4pp | 81.4%-12.6pp | 68.1%+0.6pp |
| Annual return | 6.46% | 4.04%+2.4pp | 26.14%-19.7pp | 4.54%+1.9pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,597 | $4,920+54.4% | $6,026+26.1% | $3,022+151.4% |
| Admin fee / account holder | $19 | $566-96.7% | $8,175-99.8% | $592-96.8% |