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 | $4,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,093 | $32,425-25.7% | $74,583-67.7% | $55,167-56.3% |
| Participation rate | 53.2% | 54.0%-0.8pp | 68.1%-14.9pp | 69.0%-15.8pp |
| Annual return | 6.74% | 10.63%-3.9pp | 20.47%-13.7pp | 169.23%-162.5pp |
| Employer contribution / active EE | $939 | $1,043-10.0% | $2,525-62.8% | $1,963-52.2% |
| Participant deferral / active EE | $2,803 | $1,995+40.5% | $3,458-18.9% | $3,054-8.2% |
| Admin fee / account holder | $41 | $748-94.5% | $4,138-99.0% | $504-91.8% |