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) | $17,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,103 |
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 | $79,812 | $64,286+24.2% | $90,951-12.2% | $73,409+8.7% |
| Participation rate | 51.8% | 63.6%-11.8pp | 69.0%-17.2pp | 72.2%-20.4pp |
| Annual return | 13.50% | 21.45%-7.9pp | 134.60%-121.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $560 | $895-37.4% | $2,122-73.6% | $2,234-74.9% |
| Participant deferral / active EE | $3,216 | $2,453+31.1% | $3,373-4.6% | $3,805-15.5% |
| Admin fee / account holder | $109 | $287-62.0% | $5,959-98.2% | $158-30.9% |