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 | $800 |
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).
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 | $66,859 | $63,299+5.6% | $91,001-26.5% | $62,292+7.3% |
| Participation rate | 50.4% | 73.3%-22.9pp | 75.6%-25.2pp | 69.5%-19.1pp |
| Annual return | 16.97% | 20.99%-4.0pp | 4.60%+12.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $812 | $1,807-55.1% | $2,456-66.9% | $2,042-60.2% |
| Participant deferral / active EE | $3,085 | $2,943+4.8% | $3,547-13.0% | $3,169-2.7% |
| Admin fee / account holder | $8 | $468-98.3% | $5,417-99.8% | $479-98.3% |