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 | $11,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,400 | $55,790-72.4% | $76,817-80.0% | $67,579-77.2% |
| Participation rate | 56.5% | 71.1%-14.5pp | 72.1%-15.5pp | 71.3%-14.7pp |
| Annual return | 24.47% | 64.45%-40.0pp | 1166.11%-1141.6pp | 378.56%-354.1pp |
| Employer contribution / active EE | $602 | $1,810-66.8% | $2,302-73.9% | $2,148-72.0% |
| Participant deferral / active EE | $1,416 | $2,875-50.7% | $3,336-57.5% | $3,539-60.0% |
| Admin fee / account holder | $24 | $159-85.2% | $6,420-99.6% | $142-83.4% |