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) | $6,432 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,311 |
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 | $52,695 | $81,474-35.3% | $133,956-60.7% | $73,488-28.3% |
| Participation rate | 49.5% | 76.4%-26.8pp | 79.8%-30.3pp | 70.7%-21.2pp |
| Annual return | 13.81% | 19.40%-5.6pp | 45.09%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,170 | $2,209-47.0% | $3,919-70.1% | $2,270-48.5% |
| Participant deferral / active EE | $3,489 | $3,786-7.9% | $5,048-30.9% | $3,740-6.7% |
| Admin fee / account holder | $176 | $713-75.3% | $8,927-98.0% | $513-65.7% |