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 | $770 |
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 | $46,763 | $55,453-15.7% | $170,442-72.6% | $62,292-24.9% |
| Participation rate | 40.9% | 66.4%-25.5pp | 83.6%-42.7pp | 69.5%-28.6pp |
| Annual return | 19.05% | 21.38%-2.3pp | 205.93%-186.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $698 | $2,164-67.7% | $5,433-87.1% | $2,042-65.8% |
| Participant deferral / active EE | $1,477 | $2,303-35.9% | $4,939-70.1% | $3,169-53.4% |
| Admin fee / account holder | $8 | $455-98.3% | $13,880-99.9% | $479-98.4% |