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 37 · EIN 04-2647786 | Loan Processing | $27,678 |
SNOWDEN CAPITAL ADVISORS LLC9+ years Service code 27 · EIN 45-0997570 | Advisory (Plan) | $7,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $74,944 | $91,372-18.0% | $129,995-42.3% | $74,419+0.7% |
| Participation rate | 63.5% | 77.8%-14.3pp | 78.5%-15.0pp | 70.7%-7.2pp |
| Annual return | 19.24% | 23.21%-4.0pp | -137.18%+156.4pp | 34.38%-15.1pp |
| Employer contribution / active EE | $772 | $2,563-69.9% | $4,320-82.1% | $2,637-70.7% |
| Participant deferral / active EE | $5,335 | $4,721+13.0% | $5,820-8.3% | $4,528+17.8% |
| Admin fee / account holder | $183 | $283-35.5% | $10,614-98.3% | $348-47.5% |