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 27 · EIN 84-4826355 | Advisory (Plan) | $21,714 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,482 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,670 | $56,423+74.9% | $77,163+27.9% | $71,457+38.1% |
| Participation rate | 54.0% | 64.3%-10.4pp | 69.6%-15.6pp | 67.9%-14.0pp |
| Annual return | 17.83% | 19.05%-1.2pp | 37.87%-20.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $549 | $1,866-70.6% | $2,535-78.3% | $2,588-78.8% |
| Participant deferral / active EE | $3,464 | $3,142+10.3% | $3,833-9.6% | $4,289-19.2% |
| Admin fee / account holder | -$32 | $1,429-102.2% | $5,472-100.6% | $1,587-102.0% |