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 | $950 |
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 | $124,440 | $79,171+57.2% | $102,423+21.5% | $74,495+67.0% |
| Participation rate | 56.7% | 74.8%-18.1pp | 76.5%-19.8pp | 67.2%-10.5pp |
| Annual return | 17.30% | 54.93%-37.6pp | 29.32%-12.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $3,813 | $2,362+61.4% | $3,023+26.1% | $2,623+45.4% |
| Participant deferral / active EE | $4,791 | $4,415+8.5% | $5,053-5.2% | $4,346+10.2% |
| Admin fee / account holder | $24 | $2,001-98.8% | $9,451-99.7% | $1,942-98.8% |