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 | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,085 | $46,722+62.8% | $130,648-41.8% | $65,185+16.7% |
| Participation rate | 53.8% | 60.9%-7.1pp | 71.7%-17.9pp | 70.2%-16.4pp |
| Annual return | 6.41% | 24.17%-17.8pp | 1708.96%-1702.5pp | 29.38%-23.0pp |
| Employer contribution / active EE | $604 | $1,488-59.4% | $4,092-85.2% | $2,177-72.3% |
| Participant deferral / active EE | $3,492 | $2,545+37.2% | $3,603-3.1% | $3,514-0.6% |
| Admin fee / account holder | $15 | $453-96.7% | $5,464-99.7% | $847-98.2% |