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 | -$795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $22,175 | $82,093-73.0% | $379,746-94.2% | $73,409-69.8% |
| Participation rate | 63.8% | 76.8%-13.0pp | 78.4%-14.6pp | 72.2%-8.4pp |
| Annual return | 19.12% | 18.89%+0.2pp | 34.90%-15.8pp | 59.29%-40.2pp |
| Employer contribution / active EE | $2,633 | $2,847-7.5% | $3,540-25.6% | $2,234+17.9% |
| Participant deferral / active EE | $1,586 | $4,697-66.2% | $6,024-73.7% | $3,805-58.3% |
| Admin fee / account holder | $24 | $128-80.9% | $7,927-99.7% | $158-84.6% |