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 | $18,252 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,588 |
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 | $51,108 | $59,186-13.6% | $76,768-33.4% | $56,287-9.2% |
| Participation rate | 60.7% | 75.2%-14.6pp | 77.0%-16.3pp | 69.9%-9.2pp |
| Annual return | -5.65% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $749 | $1,759-57.4% | $2,485-69.9% | $2,111-64.5% |
| Participant deferral / active EE | $3,333 | $3,255+2.4% | $3,852-13.5% | $3,350-0.5% |
| Admin fee / account holder | $13 | $489-97.3% | $6,675-99.8% | $521-97.4% |