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 55 · EIN 38-2722519 | Other Commissions | $15,284 |
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
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 | $62,473 | $64,119-2.6% | $112,228-44.3% | $66,914-6.6% |
| Participation rate | 54.6% | 68.5%-13.9pp | 75.1%-20.5pp | 69.8%-15.2pp |
| Annual return | -16.64% | -13.81%-2.8pp | 27.45%-44.1pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,322 | $3,005-56.0% | $3,635-63.6% | $2,544-48.0% |
| Participant deferral / active EE | $2,553 | $3,693-30.9% | $4,728-46.0% | $4,237-39.8% |
| Admin fee / account holder | $10 | $625-98.3% | $6,410-99.8% | $593-98.2% |