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 |
|---|---|---|
PEOPLE MAKE THE DIFFERENCE1 year Service code 99 · EIN 46-5529898 | Other Fees | $13,831 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,501 | $56,767+6.6% | $101,794-40.6% | $85,563-29.3% |
| Participation rate | 67.6% | 57.6%+10.0pp | 69.2%-1.6pp | 66.0%+1.6pp |
| Annual return | 15.57% | 17.76%-2.2pp | 30.53%-15.0pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,825 | $1,112+64.1% | $2,289-20.3% | $2,654-31.2% |
| Participant deferral / active EE | $4,706 | $2,720+73.0% | $4,084+15.2% | $4,375+7.6% |
| Admin fee / account holder | $89 | $1,098-91.9% | $8,777-99.0% | $834-89.3% |