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 13 · EIN 42-0127290 | Contract Administrator | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $31,372 | $64,286-51.2% | $90,951-65.5% | $73,409-57.3% |
| Participation rate | 57.8% | 63.6%-5.8pp | 69.0%-11.2pp | 72.2%-14.4pp |
| Annual return | 26.24% | 21.45%+4.8pp | 134.60%-108.4pp | 59.29%-33.1pp |
| Employer contribution / active EE | $288 | $895-67.7% | $2,122-86.4% | $2,234-87.1% |
| Participant deferral / active EE | $1,968 | $2,453-19.8% | $3,373-41.7% | $3,805-48.3% |
| Admin fee / account holder | $62 | $287-78.2% | $5,959-99.0% | $158-60.4% |