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 9-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 43-1451524 | Advisory (Plan) | $34,376 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,425 |
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 | $56,793 | $92,055-38.3% | $106,213-46.5% | $77,643-26.9% |
| Participation rate | 69.2% | 81.0%-11.9pp | 75.3%-6.1pp | 70.6%-1.4pp |
| Annual return | 14.32% | 17.91%-3.6pp | 116.14%-101.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,108 | $3,367-67.1% | $3,171-65.1% | $2,726-59.4% |
| Participant deferral / active EE | $3,546 | $5,386-34.2% | $5,016-29.3% | $4,647-23.7% |
| Admin fee / account holder | $201 | $219-8.4% | $11,033-98.2% | $430-53.4% |