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 | $76,277 |
Service code 27 · EIN 26-4649377 | Advisory (Plan) | $52,675 |
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 | $79,222 | $50,956+55.5% | $96,562-18.0% | $86,799-8.7% |
| Participation rate | 40.2% | 65.2%-25.0pp | 69.8%-29.6pp | 72.3%-32.0pp |
| Annual return | 14.20% | 21.27%-7.1pp | 37.78%-23.6pp | 97.91%-83.7pp |
| Employer contribution / active EE | $405 | $1,111-63.5% | $2,356-82.8% | $2,405-83.2% |
| Participant deferral / active EE | $1,506 | $2,954-49.0% | $3,849-60.9% | $4,131-63.5% |
| Admin fee / account holder | $267 | $166+60.8% | $6,181-95.7% | $170+57.5% |