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 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,584 | $55,415+16.5% | $155,509-58.5% | $74,495-13.3% |
| Participation rate | 54.4% | 61.9%-7.5pp | 78.2%-23.8pp | 67.2%-12.8pp |
| Annual return | 15.68% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,349 | $2,267-40.5% | $4,672-71.1% | $2,623-48.6% |
| Participant deferral / active EE | $2,483 | $2,836-12.4% | $5,626-55.9% | $4,346-42.9% |
| Admin fee / account holder | $14 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |