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 | $875 |
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 | $132,247 | $99,078+33.5% | $96,544+37.0% | $74,419+77.7% |
| Participation rate | 42.2% | 80.7%-38.5pp | 76.0%-33.8pp | 70.7%-28.5pp |
| Annual return | 20.06% | 22.48%-2.4pp | 25.84%-5.8pp | 34.38%-14.3pp |
| Employer contribution / active EE | $2,540 | $2,570-1.2% | $2,965-14.3% | $2,637-3.7% |
| Participant deferral / active EE | $2,949 | $4,933-40.2% | $4,851-39.2% | $4,528-34.9% |
| Admin fee / account holder | $23 | $225-89.8% | $8,252-99.7% | $348-93.4% |