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 | $9,665 |
THOMPSON HINE1 year Service code 16 · EIN 34-0575300 | Consulting | $5,934 |
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 | $65,837 | $47,977+37.2% | $154,107-57.3% | $56,287+17.0% |
| Participation rate | 50.6% | 66.2%-15.6pp | 83.0%-32.4pp | 69.9%-19.2pp |
| Annual return | 27.89% | 3.54%+24.3pp | 735.12%-707.2pp | -9.96%+37.8pp |
| Employer contribution / active EE | $608 | $2,169-72.0% | $5,298-88.5% | $2,111-71.2% |
| Participant deferral / active EE | $2,398 | $2,392+0.2% | $5,081-52.8% | $3,350-28.4% |
| Admin fee / account holder | $116 | $438-73.6% | $13,411-99.1% | $521-77.8% |