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 | $65,097 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $65,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,869 | $62,267-10.3% | $110,238-49.3% | $55,725+0.3% |
| Participation rate | 66.1% | 78.1%-12.0pp | 79.8%-13.7pp | 70.9%-4.7pp |
| Annual return | -5.43% | -1.07%-4.4pp | 314.74%-320.2pp | 244.93%-250.4pp |
| Employer contribution / active EE | $880 | $1,941-54.7% | $3,826-77.0% | $2,078-57.6% |
| Participant deferral / active EE | $3,757 | $3,516+6.8% | $4,672-19.6% | $3,356+12.0% |
| Admin fee / account holder | $287 | $121+137.0% | $8,547-96.6% | $115+148.8% |