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 12 · EIN 13-3689044 | Participant loan processing; Float re... | $4,463 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $80,096 | $50,956+57.2% | $96,562-17.1% | $86,799-7.7% |
| Participation rate | 39.8% | 65.2%-25.4pp | 69.8%-30.0pp | 72.3%-32.4pp |
| Annual return | 14.62% | 21.27%-6.6pp | 37.78%-23.2pp | 97.91%-83.3pp |
| Employer contribution / active EE | $309 | $1,111-72.2% | $2,356-86.9% | $2,405-87.2% |
| Participant deferral / active EE | $2,341 | $2,954-20.7% | $3,849-39.2% | $4,131-43.3% |
| Admin fee / account holder | $8 | $166-95.1% | $6,181-99.9% | $170-95.2% |