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 37 · EIN 04-2647786 | Loan Processing | $5,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,585 | $74,024+26.4% | $77,999+20.0% | $57,658+62.3% |
| Participation rate | 66.7% | 79.7%-13.0pp | 75.5%-8.8pp | 70.2%-3.5pp |
| Annual return | 63.41% | 12.14%+51.3pp | 425.96%-362.6pp | 5.13%+58.3pp |
| Employer contribution / active EE | $896 | $2,365-62.1% | $2,470-63.7% | $1,974-54.6% |
| Participant deferral / active EE | $2,172 | $3,533-38.5% | $3,497-37.9% | $3,061-29.0% |
| Admin fee / account holder | $11 | $93-87.7% | $5,480-99.8% | $95-87.9% |