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... | $8,175 |
NATIONAL FINANCIAL SERVICES8+ 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 | $66,776 | $42,353+57.7% | $79,550-16.1% | $64,808+3.0% |
| Participation rate | 38.4% | 64.8%-26.3pp | 69.5%-31.1pp | 71.5%-33.0pp |
| Annual return | -17.01% | -12.24%-4.8pp | 0.16%-17.2pp | 32.82%-49.8pp |
| Employer contribution / active EE | $329 | $1,181-72.1% | $2,413-86.3% | $2,506-86.9% |
| Participant deferral / active EE | $2,553 | $3,170-19.5% | $3,985-35.9% | $4,310-40.8% |
| Admin fee / account holder | $15 | $160-90.5% | $6,832-99.8% | $188-91.9% |