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 | $12,251 |
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 | $115,334 | $73,404+57.1% | $87,100+32.4% | $67,579+70.7% |
| Participation rate | 37.6% | 80.9%-43.3pp | 76.9%-39.3pp | 71.3%-33.7pp |
| Annual return | 18.82% | 48.29%-29.5pp | 28.19%-9.4pp | 378.56%-359.7pp |
| Employer contribution / active EE | $2,164 | $2,014+7.4% | $2,521-14.2% | $2,148+0.7% |
| Participant deferral / active EE | $2,162 | $3,913-44.7% | $4,049-46.6% | $3,539-38.9% |
| Admin fee / account holder | $84 | $142-40.3% | $7,497-98.9% | $142-40.6% |