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 | $11,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $41,817 | $66,528-37.1% | $86,874-51.9% | $86,799-51.8% |
| Participation rate | 39.2% | 72.4%-33.1pp | 71.6%-32.4pp | 72.3%-33.1pp |
| Annual return | 11.30% | 19.56%-8.3pp | 63.52%-52.2pp | 97.91%-86.6pp |
| Employer contribution / active EE | $943 | $2,007-53.0% | $2,495-62.2% | $2,405-60.8% |
| Participant deferral / active EE | $2,054 | $3,240-36.6% | $3,699-44.5% | $4,131-50.3% |
| Admin fee / account holder | $62 | $148-58.2% | $5,828-98.9% | $170-63.5% |