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 | $3,190 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,873 | $46,173-44.0% | $170,442-84.8% | $69,631-62.8% |
| Participation rate | 26.4% | 63.9%-37.5pp | 83.6%-57.2pp | 70.7%-44.3pp |
| Annual return | 15.87% | 21.62%-5.7pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $220 | $1,610-86.4% | $5,433-96.0% | $2,032-89.2% |
| Participant deferral / active EE | $828 | $2,080-60.2% | $4,939-83.2% | $3,224-74.3% |
| Admin fee / account holder | $25 | $116-78.2% | $13,880-99.8% | $110-77.1% |