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 | $369 |
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 | $35,443 | $80,177-55.8% | $123,892-71.4% | $57,658-38.5% |
| Participation rate | 60.9% | 74.4%-13.5pp | 81.4%-20.5pp | 70.2%-9.3pp |
| Annual return | 64.09% | 17.90%+46.2pp | 47.52%+16.6pp | 5.13%+59.0pp |
| Employer contribution / active EE | $10 | $2,913-99.6% | $4,617-99.8% | $1,974-99.5% |
| Participant deferral / active EE | $8,310 | $5,130+62.0% | $5,984+38.9% | $3,061+171.5% |
| Admin fee / account holder | $1 | $106-98.6% | $8,357-100.0% | $95-98.5% |