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) | $21,437 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,171 | $40,174+84.6% | $84,015-11.7% | $67,579+9.8% |
| Participation rate | 47.4% | 62.7%-15.3pp | 69.0%-21.6pp | 71.3%-23.9pp |
| Annual return | 23.16% | 25.82%-2.7pp | 71.31%-48.1pp | 378.56%-355.4pp |
| Employer contribution / active EE | $450 | $808-44.3% | $1,983-77.3% | $2,148-79.0% |
| Participant deferral / active EE | $2,527 | $2,301+9.8% | $3,239-22.0% | $3,539-28.6% |
| Admin fee / account holder | $133 | $128+4.0% | $6,101-97.8% | $142-6.2% |