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 | $35,879 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
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 | $93,141 | $51,197+81.9% | $82,719+12.6% | $66,914+39.2% |
| Participation rate | 66.2% | 67.8%-1.6pp | 72.6%-6.3pp | 69.8%-3.6pp |
| Annual return | -16.01% | -9.64%-6.4pp | 701.18%-717.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,901 | $3,458+128.5% | $4,395+79.8% | $4,237+86.5% |
| Admin fee / account holder | $16 | $416-96.2% | $5,329-99.7% | $593-97.3% |