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 | $200 |
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 | $122,878 | $59,263+107.3% | $96,562+27.3% | $79,386+54.8% |
| Participation rate | 37.9% | 61.9%-24.0pp | 69.8%-32.0pp | 70.7%-32.8pp |
| Annual return | 15.84% | 27.07%-11.2pp | 37.78%-21.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,443 | $2,948+16.8% | $3,849-10.6% | $4,046-14.9% |
| Admin fee / account holder | $16 | $658-97.6% | $6,181-99.7% | $626-97.4% |