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 | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $44,117 | $40,174+9.8% | $84,015-47.5% | $67,579-34.7% |
| Participation rate | 41.5% | 62.7%-21.1pp | 69.0%-27.5pp | 71.3%-29.7pp |
| Annual return | 6.82% | 25.82%-19.0pp | 71.31%-64.5pp | 378.56%-371.7pp |
| Employer contribution / active EE | $360 | $808-55.5% | $1,983-81.9% | $2,148-83.3% |
| Participant deferral / active EE | $1,028 | $2,301-55.3% | $3,239-68.3% | $3,539-71.0% |
| Admin fee / account holder | $16 | $128-87.8% | $6,101-99.7% | $142-89.0% |