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 | $3,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,275 | $57,096-6.7% | $94,224-43.5% | $55,191-3.5% |
| Participation rate | 59.5% | 75.7%-16.2pp | 78.8%-19.3pp | 69.2%-9.7pp |
| Annual return | -1.82% | 159.65%-161.5pp | 10.68%-12.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $766 | $1,708-55.2% | $3,587-78.7% | $1,899-59.7% |
| Participant deferral / active EE | $3,142 | $3,165-0.7% | $4,320-27.3% | $3,046+3.1% |
| Admin fee / account holder | $25 | $89-72.4% | $6,269-99.6% | $91-72.9% |