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 7-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 | $24,531 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $16,568 |
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 | $197,232 | $46,173+327.2% | $170,442+15.7% | $69,631+183.3% |
| Participation rate | 68.7% | 63.9%+4.8pp | 83.6%-14.9pp | 70.7%-2.0pp |
| Annual return | 41.85% | 21.62%+20.2pp | 205.93%-164.1pp | 27571.02%-27529.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $11,225 | $2,080+439.6% | $4,939+127.2% | $3,224+248.2% |
| Admin fee / account holder | $69 | $116-40.4% | $13,880-99.5% | $110-37.4% |