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 | $9,062 |
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.
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 | $42,728 | $48,277-11.5% | $63,517-32.7% | $55,191-22.6% |
| Participation rate | 53.1% | 69.4%-16.3pp | 71.0%-17.9pp | 69.2%-16.0pp |
| Annual return | -0.24% | 2.37%-2.6pp | -70.30%+70.1pp | 10.78%-11.0pp |
| Employer contribution / active EE | $200 | $1,592-87.4% | $2,322-91.4% | $1,899-89.5% |
| Participant deferral / active EE | $1,072 | $2,432-55.9% | $2,953-63.7% | $3,046-64.8% |
| Admin fee / account holder | $29 | $86-66.2% | $5,892-99.5% | $91-68.0% |