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 | $4,360 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $56,963 | $58,083-1.9% | $80,019-28.8% | $56,287+1.2% |
| Participation rate | 28.6% | 73.6%-45.0pp | 75.8%-47.3pp | 69.9%-41.3pp |
| Annual return | -7.95% | 34.61%-42.6pp | 11.22%-19.2pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,032 | $1,932-46.6% | $2,468-58.2% | $2,111-51.1% |
| Participant deferral / active EE | $2,245 | $3,135-28.4% | $3,686-39.1% | $3,350-33.0% |
| Admin fee / account holder | $89 | $623-85.7% | $6,521-98.6% | $521-82.9% |