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 27 · EIN 04-2675571 | Advisory (Plan) | $45,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,632 |
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 | $72,639 | $88,122-17.6% | $141,162-48.5% | $67,579+7.5% |
| Participation rate | 40.2% | 76.5%-36.2pp | 82.5%-42.2pp | 71.3%-31.1pp |
| Annual return | 26.20% | 75.40%-49.2pp | 71.39%-45.2pp | 378.56%-352.4pp |
| Employer contribution / active EE | $1,064 | $3,224-67.0% | $4,735-77.5% | $2,148-50.5% |
| Participant deferral / active EE | $4,988 | $5,958-16.3% | $6,709-25.7% | $3,539+40.9% |
| Admin fee / account holder | $116 | $131-11.4% | $10,261-98.9% | $142-18.5% |