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 | $1,525 |
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.
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 | $52,079 | $54,380-4.2% | $68,509-24.0% | $59,632-12.7% |
| Participation rate | 64.5% | 70.2%-5.7pp | 74.7%-10.2pp | 68.7%-4.2pp |
| Annual return | 3.71% | 2.83%+0.9pp | 8.27%-4.6pp | 2041.28%-2037.6pp |
| Employer contribution / active EE | $135 | $1,539-91.2% | $2,278-94.1% | $2,203-93.8% |
| Participant deferral / active EE | $3,236 | $2,643+22.4% | $3,382-4.3% | $3,192+1.4% |
| Admin fee / account holder | $23 | $3,885-99.4% | $5,275-99.6% | $4,297-99.5% |