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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,604 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,610 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $14,600 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $6,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,918 | $50,815+6.1% | $155,509-65.3% | $77,643-30.6% |
| Participation rate | 51.1% | 63.1%-12.0pp | 78.2%-27.1pp | 70.6%-19.5pp |
| Annual return | 12.96% | 34.80%-21.8pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,374 | $1,993-31.1% | $4,672-70.6% | $2,726-49.6% |
| Participant deferral / active EE | $2,722 | $2,822-3.5% | $5,626-51.6% | $4,647-41.4% |
| Admin fee / account holder | $231 | $437-47.2% | $15,912-98.6% | $430-46.4% |