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 | $8,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $23,038 | $46,297-50.2% | $71,671-67.9% | $62,292-63.0% |
| Participation rate | 65.1% | 60.6%+4.5pp | 68.7%-3.6pp | 69.5%-4.4pp |
| Annual return | 11.91% | 22.32%-10.4pp | 20.65%-8.7pp | 28.90%-17.0pp |
| Employer contribution / active EE | $429 | $1,412-69.6% | $2,460-82.6% | $2,042-79.0% |
| Participant deferral / active EE | $1,477 | $2,235-33.9% | $3,438-57.0% | $3,169-53.4% |
| Admin fee / account holder | $62 | $461-86.6% | $5,558-98.9% | $479-87.1% |