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 10 · EIN 72-1202445 | Accounting | $5,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,803 |
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 | $54,872 | $42,396+29.4% | $67,313-18.5% | $56,287-2.5% |
| Participation rate | 53.1% | 61.0%-7.9pp | 69.1%-16.0pp | 69.9%-16.7pp |
| Annual return | -5.59% | -36.63%+31.0pp | -4.08%-1.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,323 | $2,360+40.8% | $3,568-6.9% | $3,350-0.8% |
| Admin fee / account holder | $74 | $510-85.6% | $4,507-98.4% | $521-85.9% |