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 9-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 | $16,102 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $12,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,430 | $155,795-83.7% | $136,294-81.3% | $69,631-63.5% |
| Participation rate | 57.8% | 75.2%-17.4pp | 81.9%-24.1pp | 70.7%-12.9pp |
| Annual return | 110.29% | 232464.33%-232354.0pp | 5155.94%-5045.6pp | 27571.02%-27460.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $8,427 | $5,394+56.2% | $6,247+34.9% | $3,224+161.4% |
| Admin fee / account holder | $101 | $128-21.3% | $9,243-98.9% | $110-8.6% |