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 4-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 | $3,245 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,819 | $46,072-50.5% | $70,014-67.4% | $55,167-58.6% |
| Participation rate | 65.1% | 67.5%-2.4pp | 71.8%-6.7pp | 69.0%-3.9pp |
| Annual return | 7.11% | 8.68%-1.6pp | 12.99%-5.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $163 | $1,500-89.2% | $2,338-93.0% | $1,963-91.7% |
| Participant deferral / active EE | $1,222 | $2,344-47.9% | $2,931-58.3% | $3,054-60.0% |
| Admin fee / account holder | $31 | $428-92.8% | $4,380-99.3% | $504-93.9% |