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 | $125 |
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 | $56,990 | $54,390+4.8% | $117,039-51.3% | $69,631-18.2% |
| Participation rate | 26.6% | 58.5%-31.9pp | 77.2%-50.5pp | 70.7%-44.0pp |
| Annual return | 18.84% | 18.33%+0.5pp | 18.95%-0.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $374 | $1,357-72.4% | $3,785-90.1% | $2,032-81.6% |
| Participant deferral / active EE | $1,296 | $2,076-37.5% | $3,929-67.0% | $3,224-59.8% |
| Admin fee / account holder | $1 | $98-99.0% | $5,974-100.0% | $110-99.2% |