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 27 · EIN 59-3766965 | Advisory (Plan) | $83,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,668 | $107,459-28.7% | $135,903-43.6% | $80,160-4.4% |
| Participation rate | 47.0% | 78.0%-31.0pp | 81.9%-34.9pp | 72.9%-25.9pp |
| Annual return | 19.54% | 91.91%-72.4pp | 68.23%-48.7pp | 40.38%-20.8pp |
| Employer contribution / active EE | $1,195 | $3,877-69.2% | $4,856-75.4% | $2,978-59.9% |
| Participant deferral / active EE | $4,009 | $8,195-51.1% | $7,758-48.3% | $5,017-20.1% |
| Admin fee / account holder | $190 | $127+49.4% | $10,762-98.2% | $145+30.9% |