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 | $6,203 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,143 |
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 | $36,576 | $63,299-42.2% | $91,001-59.8% | $62,292-41.3% |
| Participation rate | 62.3% | 73.3%-11.0pp | 75.6%-13.3pp | 69.5%-7.3pp |
| Annual return | 17.06% | 20.99%-3.9pp | 4.60%+12.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $918 | $1,807-49.2% | $2,456-62.6% | $2,042-55.0% |
| Participant deferral / active EE | $3,672 | $2,943+24.8% | $3,547+3.5% | $3,169+15.9% |
| Admin fee / account holder | $78 | $468-83.4% | $5,417-98.6% | $479-83.8% |