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) | $5,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,225 |
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 | $38,627 | $66,302-41.7% | $110,238-65.0% | $56,287-31.4% |
| Participation rate | 37.7% | 74.9%-37.2pp | 79.8%-42.1pp | 69.9%-32.2pp |
| Annual return | -6.64% | -1.18%-5.5pp | 314.74%-321.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $701 | $2,047-65.8% | $3,826-81.7% | $2,111-66.8% |
| Participant deferral / active EE | $1,992 | $3,381-41.1% | $4,672-57.4% | $3,350-40.5% |
| Admin fee / account holder | $146 | $698-79.1% | $8,547-98.3% | $521-72.0% |