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 27-2233898 | Advisory (Plan) | $9,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,088 |
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 | $41,870 | $51,447-18.6% | $104,607-60.0% | $73,409-43.0% |
| Participation rate | 60.1% | 68.2%-8.1pp | 74.1%-14.0pp | 72.2%-12.1pp |
| Annual return | 78.79% | 25.06%+53.7pp | 340.46%-261.7pp | 59.29%+19.5pp |
| Employer contribution / active EE | $630 | $1,441-56.2% | $2,681-76.5% | $2,234-71.8% |
| Participant deferral / active EE | $2,790 | $3,058-8.8% | $3,740-25.4% | $3,805-26.7% |
| Admin fee / account holder | $25 | $122-79.8% | $6,473-99.6% | $158-84.4% |