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 | $39,754 |
Filed as: CARSWELL INVESTMENTS LLC Service code 27 · EIN 90-0730195 | Advisory (Plan) | $14,490 |
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.
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 | $30,546 | $35,485-13.9% | $74,550-59.0% | $55,725-45.2% |
| Participation rate | 55.6% | 62.5%-7.0pp | 69.1%-13.6pp | 70.9%-15.3pp |
| Annual return | 3.92% | 0.72%+3.2pp | 32.53%-28.6pp | 244.93%-241.0pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,225 | $2,181+2.0% | $3,108-28.4% | $3,356-33.7% |
| Admin fee / account holder | $268 | $114+134.6% | $5,060-94.7% | $115+132.9% |