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 27 · EIN 47-1411118 | Advisory (Plan) | $12,971 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $61,643 | $155,795-60.4% | $136,294-54.8% | $69,631-11.5% |
| Participation rate | 65.3% | 75.2%-10.0pp | 81.9%-16.7pp | 70.7%-5.4pp |
| Annual return | 26.30% | 232464.33%-232438.0pp | 5155.94%-5129.6pp | 27571.02%-27544.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $8,697 | $5,394+61.2% | $6,247+39.2% | $3,224+169.8% |
| Admin fee / account holder | $37 | $128-71.5% | $9,243-99.6% | $110-66.9% |