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 8-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 38 · EIN 35-0145825 | Participant Communication | $14,589 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,655 | $65,862-71.7% | $124,672-85.0% | $79,386-76.5% |
| Participation rate | 22.4% | 62.2%-39.8pp | 74.6%-52.2pp | 70.7%-48.3pp |
| Annual return | 13.28% | 19.02%-5.7pp | 5142.93%-5129.6pp | 116.85%-103.6pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,164 | $2,772-58.0% | $4,614-74.8% | $4,046-71.2% |
| Admin fee / account holder | $41 | $673-93.9% | $7,493-99.4% | $626-93.4% |