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 | $12,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,964 | $63,114+10.9% | $92,893-24.7% | $65,185+7.3% |
| Participation rate | 56.0% | 68.8%-12.8pp | 76.0%-20.0pp | 70.2%-14.2pp |
| Annual return | 19.85% | 28.75%-8.9pp | 109.41%-89.6pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,064 | $2,571-58.6% | $3,653-70.9% | $2,177-51.1% |
| Participant deferral / active EE | $2,136 | $3,108-31.3% | $4,236-49.6% | $3,514-39.2% |
| Admin fee / account holder | $9 | $624-98.5% | $5,794-99.8% | $847-98.9% |