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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,347 |
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 | $61,711 | $56,199+9.8% | $67,652-8.8% | $59,632+3.5% |
| Participation rate | 65.6% | 71.5%-5.9pp | 75.7%-10.1pp | 68.7%-3.1pp |
| Annual return | -0.11% | 18505.31%-18505.4pp | 6625.04%-6625.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,011 | $1,614+24.5% | $2,266-11.2% | $2,203-8.7% |
| Participant deferral / active EE | $4,357 | $2,844+53.2% | $3,560+22.4% | $3,192+36.5% |
| Admin fee / account holder | $66 | $3,958-98.3% | $4,821-98.6% | $4,297-98.5% |