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 | -$17,163 |
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 | $183,234 | $79,519+130.4% | $95,952+91.0% | $73,409+149.6% |
| Participation rate | 57.1% | 81.2%-24.0pp | 77.1%-19.9pp | 72.2%-15.0pp |
| Annual return | 12.64% | 19.20%-6.6pp | 91.61%-79.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,356 | $2,048-33.8% | $2,541-46.6% | $2,234-39.3% |
| Participant deferral / active EE | $6,803 | $4,138+64.4% | $4,167+63.3% | $3,805+78.8% |
| Admin fee / account holder | -$78 | $184-142.1% | $6,795-101.1% | $158-149.2% |