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 55 · EIN 35-2552359 | Other Commissions | $27,602 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,625 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,113 | $51,620+74.6% | $90,281-0.2% | $65,185+38.2% |
| Participation rate | 69.7% | 68.6%+1.1pp | 73.3%-3.6pp | 70.2%-0.5pp |
| Annual return | 18.93% | 24.94%-6.0pp | 78.10%-59.2pp | 29.38%-10.5pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,554 | $2,871+163.2% | $3,885+94.4% | $3,514+115.0% |
| Admin fee / account holder | $19 | $384-95.1% | $5,351-99.6% | $847-97.8% |