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 8-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) | $48,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,826 | $106,028-58.7% | $146,958-70.2% | $77,643-43.6% |
| Participation rate | 36.3% | 78.4%-42.1pp | 82.2%-45.9pp | 70.6%-34.3pp |
| Annual return | 15.83% | 56.73%-40.9pp | 418.34%-402.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,330 | $4,063-67.3% | $4,933-73.0% | $2,726-51.2% |
| Participant deferral / active EE | $2,874 | $7,990-64.0% | $8,070-64.4% | $4,647-38.2% |
| Admin fee / account holder | $216 | $337-35.9% | $12,998-98.3% | $430-49.8% |