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 | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,099 | $56,629-6.2% | $77,999-31.9% | $55,167-3.7% |
| Participation rate | 54.2% | 73.3%-19.1pp | 75.5%-21.4pp | 69.0%-14.8pp |
| Annual return | 7.04% | 2866.98%-2859.9pp | 425.96%-418.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,416 | $1,723-17.8% | $2,470-42.7% | $1,963-27.9% |
| Participant deferral / active EE | $3,303 | $2,777+18.9% | $3,497-5.5% | $3,054+8.1% |
| Admin fee / account holder | $8 | $467-98.4% | $5,480-99.9% | $504-98.5% |