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 | $825 |
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.
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 | $70,372 | $65,390+7.6% | $169,368-58.5% | $71,457-1.5% |
| Participation rate | 63.4% | 67.0%-3.6pp | 77.1%-13.8pp | 67.9%-4.5pp |
| Annual return | 26.18% | 21.31%+4.9pp | 405.60%-379.4pp | 28.85%-2.7pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,957 | $4,367+82.2% | $6,221+27.9% | $4,289+85.5% |
| Admin fee / account holder | $5 | $1,324-99.6% | $9,003-99.9% | $1,587-99.7% |