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 | $26,861 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,917 |
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 | $97,431 | $100,801-3.3% | $149,696-34.9% | $73,409+32.7% |
| Participation rate | 62.1% | 77.7%-15.5pp | 82.5%-20.3pp | 72.2%-10.0pp |
| Annual return | 23.93% | 265.34%-241.4pp | 276.60%-252.7pp | 59.29%-35.4pp |
| Employer contribution / active EE | $1,255 | $3,312-62.1% | $4,644-73.0% | $2,234-43.8% |
| Participant deferral / active EE | $4,192 | $6,404-34.5% | $6,842-38.7% | $3,805+10.2% |
| Admin fee / account holder | $250 | $181+38.3% | $9,309-97.3% | $158+58.3% |