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 38-1961943 | Other Commissions | $2,992 |
Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
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 | $60,165 | $64,909-7.3% | $82,313-26.9% | $62,292-3.4% |
| Participation rate | 47.1% | 74.9%-27.8pp | 76.9%-29.8pp | 69.5%-22.5pp |
| Annual return | 15.67% | 21.18%-5.5pp | 25.88%-10.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $300 | $1,676-82.1% | $2,428-87.6% | $2,042-85.3% |
| Participant deferral / active EE | $2,756 | $3,103-11.2% | $3,706-25.6% | $3,169-13.0% |
| Admin fee / account holder | $8 | $440-98.2% | $5,608-99.9% | $479-98.4% |