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 82-1364595 | Advisory (Plan) | $70,113 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,706 | $35,123+215.2% | $93,406+18.5% | $73,409+50.8% |
| Participation rate | 59.9% | 68.3%-8.3pp | 66.8%-6.9pp | 72.2%-12.2pp |
| Annual return | 10.57% | 18.89%-8.3pp | 78.05%-67.5pp | 59.29%-48.7pp |
| Employer contribution / active EE | $4,508 | $1,247+261.4% | $2,075+117.2% | $2,234+101.8% |
| Participant deferral / active EE | $5,403 | $2,249+140.2% | $3,126+72.8% | $3,805+42.0% |
| Admin fee / account holder | $282 | $108+160.5% | $5,230-94.6% | $158+78.4% |