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 55 · EIN 26-4310632 | Other Commissions | $18,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $95,138 | $65,376+45.5% | $87,100+9.2% | $65,185+46.0% |
| Participation rate | 63.6% | 75.3%-11.7pp | 76.9%-13.2pp | 70.2%-6.6pp |
| Annual return | 21.57% | 31.27%-9.7pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $465 | $1,822-74.5% | $2,521-81.6% | $2,177-78.7% |
| Participant deferral / active EE | $4,123 | $3,388+21.7% | $4,049+1.8% | $3,514+17.3% |
| Admin fee / account holder | $21 | $520-96.0% | $7,497-99.7% | $847-97.5% |