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 | $119 |
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.
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 | $53,145 | $52,122+2.0% | $104,294-49.0% | $64,808-18.0% |
| Participation rate | 23.7% | 56.0%-32.3pp | 73.3%-49.6pp | 71.5%-47.8pp |
| Annual return | -10.66% | 13.26%-23.9pp | 24.61%-35.3pp | 32.82%-43.5pp |
| Employer contribution / active EE | $354 | $1,627-78.3% | $3,372-89.5% | $2,506-85.9% |
| Participant deferral / active EE | $1,033 | $2,823-63.4% | $4,625-77.7% | $4,310-76.0% |
| Admin fee / account holder | $1 | $155-99.6% | $7,339-100.0% | $188-99.6% |