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 | $96,864 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $38,753 |
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 | $20,906 | $45,000-53.5% | $143,757-85.5% | $77,904-73.2% |
| Participation rate | 33.7% | 66.8%-33.2pp | 80.3%-46.7pp | 73.7%-40.0pp |
| Annual return | -14.49% | 29.03%-43.5pp | -0.04%-14.5pp | 12.21%-26.7pp |
| Employer contribution / active EE | $181 | $1,870-90.3% | $4,951-96.4% | $2,848-93.7% |
| Participant deferral / active EE | $1,176 | $3,157-62.8% | $5,637-79.1% | $4,806-75.5% |
| Admin fee / account holder | $186 | $98+89.2% | $14,673-98.7% | $133+40.5% |