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 80-0833114 | Advisory (Plan) | $21,015 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,048 |
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 | $34,407 | $42,886-19.8% | $88,946-61.3% | $85,563-59.8% |
| Participation rate | 27.2% | 37.9%-10.7pp | 68.8%-41.7pp | 66.0%-38.8pp |
| Annual return | 24.63% | 44.56%-19.9pp | 57.82%-33.2pp | 31.51%-6.9pp |
| Employer contribution / active EE | $1,183 | $1,147+3.1% | $2,555-53.7% | $2,654-55.4% |
| Participant deferral / active EE | $3,638 | $2,108+72.6% | $4,581-20.6% | $4,375-16.8% |
| Admin fee / account holder | $218 | $2,263-90.4% | $8,261-97.4% | $834-73.9% |