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 | $1,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,293 | $89,652-64.0% | $141,162-77.1% | $65,185-50.5% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.5%-32.5pp | 70.2%-20.2pp |
| Annual return | 31.09% | 32.79%-1.7pp | 71.39%-40.3pp | 29.38%+1.7pp |
| Employer contribution / active EE | $603 | $3,065-80.3% | $4,735-87.3% | $2,177-72.3% |
| Participant deferral / active EE | $3,877 | $5,691-31.9% | $6,709-42.2% | $3,514+10.3% |
| Admin fee / account holder | $24 | $569-95.7% | $10,261-99.8% | $847-97.1% |