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 | $1,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,806 | $65,376-43.7% | $87,100-57.7% | $65,185-43.5% |
| Participation rate | 33.7% | 75.3%-41.7pp | 76.9%-43.2pp | 70.2%-36.5pp |
| Annual return | 26.96% | 31.27%-4.3pp | 28.19%-1.2pp | 29.38%-2.4pp |
| Employer contribution / active EE | $1,059 | $1,822-41.9% | $2,521-58.0% | $2,177-51.3% |
| Participant deferral / active EE | $1,614 | $3,388-52.4% | $4,049-60.1% | $3,514-54.1% |
| Admin fee / account holder | $18 | $520-96.6% | $7,497-99.8% | $847-97.9% |