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 | $4,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,234 | $84,487-61.8% | $125,339-74.3% | $66,914-51.8% |
| Participation rate | 62.3% | 76.4%-14.1pp | 82.4%-20.1pp | 69.8%-7.5pp |
| Annual return | -19.09% | -8.39%-10.7pp | 572.05%-591.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,787 | $3,553-49.7% | $4,814-62.9% | $2,544-29.8% |
| Participant deferral / active EE | $7,389 | $6,781+9.0% | $7,446-0.8% | $4,237+74.4% |
| Admin fee / account holder | $51 | $685-92.6% | $10,010-99.5% | $593-91.4% |