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 | $13,659 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,745 | $78,422-21.3% | $95,952-35.7% | $79,858-22.7% |
| Participation rate | 49.5% | 73.5%-24.0pp | 77.1%-27.6pp | 69.6%-20.2pp |
| Annual return | 13.08% | 19.37%-6.3pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,301 | $1,945-33.1% | $2,541-48.8% | $2,471-47.4% |
| Participant deferral / active EE | $2,222 | $3,440-35.4% | $4,167-46.7% | $3,740-40.6% |
| Admin fee / account holder | $428 | $5,622-92.4% | $6,795-93.7% | $5,306-91.9% |