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 | $550 |
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.
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 | $78,444 | $72,607+8.0% | $90,749-13.6% | $66,914+17.2% |
| Participation rate | 40.4% | 73.7%-33.3pp | 75.7%-35.3pp | 69.8%-29.4pp |
| Annual return | -19.33% | -12.28%-7.0pp | -12.16%-7.2pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,629 | $2,369-31.2% | $2,921-44.2% | $2,544-36.0% |
| Participant deferral / active EE | $4,274 | $3,977+7.5% | $4,564-6.4% | $4,237+0.9% |
| Admin fee / account holder | $8 | $707-98.9% | $8,445-99.9% | $593-98.6% |