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 | -$1,068 |
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 | $122,674 | $72,404+69.4% | $110,238+11.3% | $64,186+91.1% |
| Participation rate | 67.1% | 73.3%-6.2pp | 79.8%-12.7pp | 69.6%-2.5pp |
| Annual return | -7.65% | -6.29%-1.4pp | 314.74%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,594 | $2,282+13.7% | $3,826-32.2% | $2,381+8.9% |
| Participant deferral / active EE | $5,182 | $3,469+49.4% | $4,672+10.9% | $3,470+49.4% |
| Admin fee / account holder | -$7 | $5,664-100.1% | $8,547-100.1% | $4,888-100.1% |