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 | -$10,809 |
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.
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 | $111,392 | $61,156+82.1% | $185,823-40.1% | $79,386+40.3% |
| Participation rate | 62.2% | 66.6%-4.5pp | 81.7%-19.5pp | 70.7%-8.5pp |
| Annual return | 11.91% | 19.45%-7.5pp | 122.05%-110.1pp | 116.85%-104.9pp |
| Employer contribution / active EE | $2,341 | $2,321+0.9% | $5,167-54.7% | $2,427-3.6% |
| Participant deferral / active EE | $4,059 | $2,789+45.5% | $5,568-27.1% | $4,046+0.3% |
| Admin fee / account holder | -$73 | $710-110.3% | $16,237-100.4% | $626-111.7% |