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 9-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 | $9,227 |
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 | $15,078 | $31,679-52.4% | $74,701-79.8% | $65,185-76.9% |
| Participation rate | 13.8% | 40.4%-26.6pp | 54.5%-40.7pp | 70.2%-56.4pp |
| Annual return | 34.42% | 39.04%-4.6pp | 752.92%-718.5pp | 29.38%+5.0pp |
| Employer contribution / active EE | $259 | $566-54.3% | $1,084-76.1% | $2,177-88.1% |
| Participant deferral / active EE | $849 | $1,191-28.7% | $1,964-56.8% | $3,514-75.8% |
| Admin fee / account holder | $205 | $379-45.9% | $3,333-93.8% | $847-75.8% |