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 | $3,136 |
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 | $69,196 | $71,666-3.4% | $117,854-41.3% | $69,631-0.6% |
| Participation rate | 47.1% | 77.5%-30.4pp | 79.7%-32.5pp | 70.7%-23.5pp |
| Annual return | 17.90% | 18.86%-1.0pp | 335.08%-317.2pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $603 | $1,889-68.1% | $3,786-84.1% | $2,032-70.3% |
| Participant deferral / active EE | $2,774 | $3,340-16.9% | $4,482-38.1% | $3,224-13.9% |
| Admin fee / account holder | $35 | $120-71.2% | $8,020-99.6% | $110-68.7% |