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 27 · EIN 35-2552359 | Advisory (Plan) | $20,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,293 |
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 | $63,518 | $35,485+79.0% | $74,550-14.8% | $55,725+14.0% |
| Participation rate | 46.0% | 62.5%-16.5pp | 69.1%-23.2pp | 70.9%-24.9pp |
| Annual return | -7.49% | 0.72%-8.2pp | 32.53%-40.0pp | 244.93%-252.4pp |
| Employer contribution / active EE | $448 | $777-42.3% | $1,961-77.1% | $2,078-78.4% |
| Participant deferral / active EE | $2,534 | $2,181+16.2% | $3,108-18.5% | $3,356-24.5% |
| Admin fee / account holder | $146 | $114+27.9% | $5,060-97.1% | $115+27.0% |