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 5-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 | $198,446 |
Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $67,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $107,773 | $52,886+103.8% | $109,895-1.9% | $93,030+15.8% |
| Participation rate | 63.2% | 66.4%-3.2pp | 74.2%-11.0pp | 73.9%-10.7pp |
| Annual return | 12.01% | 16.89%-4.9pp | 29.45%-17.4pp | 158.70%-146.7pp |
| Employer contribution / active EE | $1,864 | $1,248+49.3% | $2,842-34.4% | $2,706-31.1% |
| Participant deferral / active EE | $4,353 | $2,815+54.6% | $4,048+7.5% | $4,562-4.6% |
| Admin fee / account holder | $115 | $91+27.2% | $6,066-98.1% | $152-24.0% |