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 | $5,615 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,634 | $48,261-75.9% | $68,793-83.1% | $55,725-79.1% |
| Participation rate | 54.1% | 71.0%-17.0pp | 72.2%-18.2pp | 70.9%-16.8pp |
| Annual return | 0.15% | -2.61%+2.8pp | -4.63%+4.8pp | 244.93%-244.8pp |
| Employer contribution / active EE | $639 | $1,742-63.3% | $2,625-75.7% | $2,078-69.3% |
| Participant deferral / active EE | $1,362 | $2,712-49.8% | $3,311-58.9% | $3,356-59.4% |
| Admin fee / account holder | $13 | $126-89.6% | $5,131-99.7% | $115-88.6% |