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 8-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 | $2,950 |
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 | $79,582 | $59,186+34.5% | $76,768+3.7% | $56,287+41.4% |
| Participation rate | 64.9% | 75.2%-10.3pp | 77.0%-12.0pp | 69.9%-4.9pp |
| Annual return | -3.89% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $820 | $1,759-53.3% | $2,485-67.0% | $2,111-61.1% |
| Participant deferral / active EE | $3,212 | $3,255-1.3% | $3,852-16.6% | $3,350-4.1% |
| Admin fee / account holder | $36 | $489-92.7% | $6,675-99.5% | $521-93.1% |