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 | $15,412 |
CADARET GRANT & CO INC3 years Service code 27 · EIN 22-2361254 | Advisory (Plan) | $11,059 |
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 | $47,397 | $84,784-44.1% | $98,439-51.9% | $74,419-36.3% |
| Participation rate | 80.5% | 81.5%-1.0pp | 75.2%+5.3pp | 70.7%+9.8pp |
| Annual return | 18.12% | 20.59%-2.5pp | 21.16%-3.0pp | 34.38%-16.3pp |
| Employer contribution / active EE | $0 | $3,364-100.0% | $3,048-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,661 | $5,218-49.0% | $4,738-43.8% | $4,528-41.2% |
| Admin fee / account holder | $101 | $204-50.8% | $8,948-98.9% | $348-71.1% |