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 | $3,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,261 | $107,378-42.0% | $108,579-42.7% | $57,658+8.0% |
| Participation rate | 55.0% | 77.1%-22.1pp | 79.6%-24.5pp | 70.2%-15.2pp |
| Annual return | 7.09% | 12.80%-5.7pp | -51.70%+58.8pp | 5.13%+2.0pp |
| Employer contribution / active EE | $731 | $1,782-59.0% | $3,758-80.6% | $1,974-63.0% |
| Participant deferral / active EE | $3,119 | $3,221-3.1% | $4,311-27.6% | $3,061+1.9% |
| Admin fee / account holder | $28 | $108-74.2% | $7,645-99.6% | $95-70.4% |