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 | $1,500 |
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 | $46,949 | $73,638-36.2% | $95,952-51.1% | $73,488-36.1% |
| Participation rate | 50.3% | 76.2%-25.9pp | 77.1%-26.8pp | 70.7%-20.4pp |
| Annual return | 31.25% | 16.78%+14.5pp | 91.61%-60.4pp | 28.51%+2.7pp |
| Employer contribution / active EE | $1,704 | $1,863-8.6% | $2,541-33.0% | $2,270-25.0% |
| Participant deferral / active EE | $2,764 | $3,617-23.6% | $4,167-33.7% | $3,740-26.1% |
| Admin fee / account holder | $16 | $482-96.7% | $6,795-99.8% | $513-96.9% |