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 55 · EIN 38-1961943 | Other Commissions | $14,415 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,775 | $64,909-18.7% | $82,313-35.9% | $62,292-15.3% |
| Participation rate | 62.9% | 74.9%-11.9pp | 76.9%-14.0pp | 69.5%-6.6pp |
| Annual return | 17.18% | 21.18%-4.0pp | 25.88%-8.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $766 | $1,676-54.3% | $2,428-68.5% | $2,042-62.5% |
| Participant deferral / active EE | $3,227 | $3,103+4.0% | $3,706-12.9% | $3,169+1.8% |
| Admin fee / account holder | $15 | $440-96.7% | $5,608-99.7% | $479-96.9% |