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 | $5,741 |
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 | $25,197 | $36,767-31.5% | $81,478-69.1% | $62,292-59.6% |
| Participation rate | 64.8% | 54.4%+10.4pp | 68.0%-3.1pp | 69.5%-4.7pp |
| Annual return | 22.81% | 173.80%-151.0pp | 38.78%-16.0pp | 28.90%-6.1pp |
| Employer contribution / active EE | $872 | $1,128-22.7% | $2,568-66.0% | $2,042-57.3% |
| Participant deferral / active EE | $2,997 | $2,111+42.0% | $3,537-15.3% | $3,169-5.4% |
| Admin fee / account holder | $40 | $797-95.0% | $4,561-99.1% | $479-91.6% |