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) | $15,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,883 |
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 | $162,942 | $69,362+134.9% | $101,248+60.9% | $73,488+121.7% |
| Participation rate | 44.9% | 68.4%-23.5pp | 75.8%-30.9pp | 70.7%-25.8pp |
| Annual return | 13.70% | 18.46%-4.8pp | 46.47%-32.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,075 | $2,628-59.1% | $3,660-70.6% | $2,270-52.6% |
| Participant deferral / active EE | $5,392 | $3,300+63.4% | $4,370+23.4% | $3,740+44.2% |
| Admin fee / account holder | $266 | $704-62.2% | $5,945-95.5% | $513-48.2% |