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 27 · EIN 47-1411118 | Advisory (Plan) | $28,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,925 |
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 | $73,679 | $42,353+74.0% | $79,550-7.4% | $64,808+13.7% |
| Participation rate | 49.2% | 64.8%-15.5pp | 69.5%-20.3pp | 71.5%-22.2pp |
| Annual return | -16.42% | -12.24%-4.2pp | 0.16%-16.6pp | 32.82%-49.2pp |
| Employer contribution / active EE | $716 | $1,181-39.3% | $2,413-70.3% | $2,506-71.4% |
| Participant deferral / active EE | $4,309 | $3,170+35.9% | $3,985+8.1% | $4,3100% |
| Admin fee / account holder | $140 | $160-12.0% | $6,832-97.9% | $188-25.2% |