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 | $1,075 |
Service code 61 · EIN 38-1961943 | Finders' fees / placement fees | $0 |
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).
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 | $40,503 | $54,320-25.4% | $67,652-40.1% | $52,331-22.6% |
| Participation rate | 49.1% | 73.6%-24.5pp | 75.7%-26.6pp | 68.1%-19.0pp |
| Annual return | -0.67% | 6.81%-7.5pp | 6625.04%-6625.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $310 | $1,544-79.9% | $2,266-86.3% | $1,882-83.5% |
| Participant deferral / active EE | $2,814 | $2,950-4.6% | $3,560-20.9% | $3,022-6.9% |
| Admin fee / account holder | $12 | $527-97.7% | $4,821-99.8% | $592-98.0% |