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 | $71,022 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,237 |
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 | $19,125 | $50,820-62.4% | $155,567-87.7% | $77,671-75.4% |
| Participation rate | 66.7% | 63.1%+3.5pp | 78.2%-11.5pp | 70.6%-3.9pp |
| Annual return | 16.85% | 34.85%-18.0pp | 64.74%-47.9pp | 31.21%-14.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,378 | $2,823+19.6% | $5,628-40.0% | $4,648-27.3% |
| Admin fee / account holder | $121 | $436-72.2% | $15,916-99.2% | $430-71.8% |