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 | $7,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,895 | $40,385-16.1% | $80,569-57.9% | $74,419-54.5% |
| Participation rate | 63.6% | 47.4%+16.2pp | 67.0%-3.4pp | 70.7%-7.1pp |
| Annual return | 25.28% | 164.85%-139.6pp | 935.43%-910.1pp | 34.38%-9.1pp |
| Employer contribution / active EE | $426 | $1,496-71.5% | $2,723-84.4% | $2,637-83.9% |
| Participant deferral / active EE | $2,345 | $2,674-12.3% | $4,447-47.3% | $4,528-48.2% |
| Admin fee / account holder | $24 | $720-96.7% | $5,377-99.6% | $348-93.1% |