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 | -$16,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $217,075 | $82,202+164.1% | $125,339+73.2% | $64,808+235.0% |
| Participation rate | 47.4% | 77.9%-30.4pp | 82.4%-34.9pp | 71.5%-24.0pp |
| Annual return | -17.27% | 3.48%-20.7pp | 572.05%-589.3pp | 32.82%-50.1pp |
| Employer contribution / active EE | $5,957 | $3,615+64.8% | $4,814+23.8% | $2,506+137.7% |
| Participant deferral / active EE | $3,081 | $7,175-57.1% | $7,446-58.6% | $4,310-28.5% |
| Admin fee / account holder | -$47 | $163-129.0% | $10,010-100.5% | $188-125.2% |