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 | $2,050 |
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.
Annual investment return 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 | $52,287 | $53,165-1.7% | $86,188-39.3% | $74,419-29.7% |
| Participation rate | 37.7% | 64.9%-27.2pp | 69.0%-31.3pp | 70.7%-33.1pp |
| Annual return | 0.39% | 22.64%-22.3pp | 1168.45%-1168.1pp | 34.38%-34.0pp |
| Employer contribution / active EE | $418 | $1,210-65.5% | $2,380-82.4% | $2,637-84.2% |
| Participant deferral / active EE | $1,239 | $3,234-61.7% | $3,985-68.9% | $4,528-72.6% |
| Admin fee / account holder | $16 | $551-97.1% | $6,852-99.8% | $348-95.4% |