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 9-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 | $89,276 |
Filed as: ONEDIGITAL Service code 28 · EIN 82-1434504 200 GALLERIA PKWY · ATLANTA, GA 30339 | Investment Management | $10,000 |
TIMESCALE FINANCIAL INC1 year Filed as: TIMESCALE FINANCIAL Service code 16 · EIN 47-3835496 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,395 | $50,127-55.3% | $149,673-85.0% | $80,160-72.1% |
| Participation rate | 21.0% | 64.3%-43.3pp | 78.8%-57.8pp | 72.9%-51.9pp |
| Annual return | 18.06% | 29.82%-11.8pp | 134.42%-116.4pp | 40.38%-22.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,056 | $3,194-66.9% | $5,680-81.4% | $5,017-79.0% |
| Admin fee / account holder | $181 | $153+18.6% | $13,210-98.6% | $145+24.9% |