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 27 · EIN 38-1961943 | Advisory (Plan) | $16,029 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,889 |
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 | $76,012 | $73,638+3.2% | $95,952-20.8% | $73,488+3.4% |
| Participation rate | 65.3% | 76.2%-10.8pp | 77.1%-11.8pp | 70.7%-5.4pp |
| Annual return | 14.56% | 16.78%-2.2pp | 91.61%-77.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $807 | $1,863-56.7% | $2,541-68.2% | $2,270-64.4% |
| Participant deferral / active EE | $4,250 | $3,617+17.5% | $4,167+2.0% | $3,740+13.6% |
| Admin fee / account holder | $186 | $482-61.4% | $6,795-97.3% | $513-63.7% |