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 | $4,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,866 | $70,908-28.3% | $98,907-48.6% | $73,488-30.8% |
| Participation rate | 33.6% | 73.8%-40.2pp | 76.0%-42.4pp | 70.7%-37.1pp |
| Annual return | 22.71% | 34.17%-11.5pp | 196.43%-173.7pp | 28.51%-5.8pp |
| Employer contribution / active EE | $1,417 | $2,036-30.4% | $2,689-47.3% | $2,270-37.6% |
| Participant deferral / active EE | $2,156 | $3,500-38.4% | $4,244-49.2% | $3,740-42.3% |
| Admin fee / account holder | $73 | $535-86.4% | $6,642-98.9% | $513-85.8% |