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 8-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 | $16,748 |
MAGGART & ASSOCIATES1 year Service code 16 · EIN 62-1036705 | Consulting | $7,298 |
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 | $20,413 | $28,109-27.4% | $71,086-71.3% | $56,287-63.7% |
| Participation rate | 36.8% | 40.4%-3.6pp | 54.7%-17.9pp | 69.9%-33.1pp |
| Annual return | -5.09% | -615.05%+610.0pp | 650.59%-655.7pp | -9.96%+4.9pp |
| Employer contribution / active EE | $317 | $558-43.1% | $1,088-70.8% | $2,111-85.0% |
| Participant deferral / active EE | $1,169 | $1,116+4.8% | $1,874-37.6% | $3,350-65.1% |
| Admin fee / account holder | $135 | $585-76.9% | $3,082-95.6% | $521-74.1% |