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 | $37,589 |
FASTEN HALBERSTAM LLP1 year Service code 10 · EIN 47-2319109 | Accounting | $6,500 |
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 | $32,149 | $45,000-28.6% | $143,757-77.6% | $77,904-58.7% |
| Participation rate | 33.0% | 66.8%-33.9pp | 80.3%-47.3pp | 73.7%-40.7pp |
| Annual return | -15.48% | 29.03%-44.5pp | -0.04%-15.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $171 | $1,870-90.9% | $4,951-96.6% | $2,848-94.0% |
| Participant deferral / active EE | $1,577 | $3,157-50.0% | $5,637-72.0% | $4,806-67.2% |
| Admin fee / account holder | $54 | $98-44.8% | $14,673-99.6% | $133-59.0% |