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 | $12,273 |
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
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 | $76,692 | $69,362+10.6% | $101,248-24.3% | $73,488+4.4% |
| Participation rate | 55.4% | 68.4%-13.0pp | 75.8%-20.4pp | 70.7%-15.3pp |
| Annual return | 12.88% | 18.46%-5.6pp | 46.47%-33.6pp | 28.51%-15.6pp |
| Employer contribution / active EE | $970 | $2,628-63.1% | $3,660-73.5% | $2,270-57.3% |
| Participant deferral / active EE | $2,113 | $3,300-36.0% | $4,370-51.7% | $3,740-43.5% |
| Admin fee / account holder | $6 | $704-99.2% | $5,945-99.9% | $513-98.9% |