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 | $5,900 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,340 | $84,936+75.8% | $111,297+34.2% | $79,386+88.1% |
| Participation rate | 48.0% | 75.9%-27.9pp | 77.3%-29.3pp | 70.7%-22.7pp |
| Annual return | 11.40% | 17.45%-6.1pp | 54.65%-43.2pp | 116.85%-105.4pp |
| Employer contribution / active EE | $311 | $1,979-84.3% | $2,731-88.6% | $2,427-87.2% |
| Participant deferral / active EE | $4,838 | $3,888+24.4% | $4,487+7.8% | $4,046+19.6% |
| Admin fee / account holder | $64 | $537-88.0% | $7,964-99.2% | $626-89.7% |