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 | $20,507 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,628 | $130,194+33.4% | $169,993+2.1% | $71,457+143.0% |
| Participation rate | 69.0% | 86.1%-17.1pp | 87.0%-18.0pp | 67.9%+1.1pp |
| Annual return | 17.74% | 20.37%-2.6pp | 53.37%-35.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $418 | $4,381-90.5% | $6,785-93.8% | $2,588-83.9% |
| Participant deferral / active EE | $9,648 | $6,923+39.4% | $10,408-7.3% | $4,289+125.0% |
| Admin fee / account holder | $183 | $966-81.0% | $12,815-98.6% | $1,587-88.5% |