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 55 · EIN 38-1961943 | Other Commissions | $6,941 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $76,646 | $58,726+30.5% | $92,233-16.9% | $62,292+23.0% |
| Participation rate | 58.7% | 68.3%-9.6pp | 76.5%-17.8pp | 69.5%-10.8pp |
| Annual return | 15.07% | 43.62%-28.5pp | 176.28%-161.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $934 | $2,392-60.9% | $3,679-74.6% | $2,042-54.2% |
| Participant deferral / active EE | $2,298 | $2,766-16.9% | $3,897-41.0% | $3,169-27.5% |
| Admin fee / account holder | $14 | $556-97.4% | $5,194-99.7% | $479-97.0% |