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 | $29,337 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
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.
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 | $97,830 | $66,124+47.9% | $90,404+8.2% | $73,488+33.1% |
| Participation rate | 69.7% | 69.7%0pp | 72.7%-3.0pp | 70.7%-1.0pp |
| Annual return | 12.87% | 17.65%-4.8pp | 1293.02%-1280.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,566 | $3,039+149.0% | $3,963+90.9% | $3,740+102.3% |
| Admin fee / account holder | $13 | $396-96.6% | $5,611-99.8% | $513-97.4% |