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 8-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 | $3,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $149,861 | $84,936+76.4% | $111,297+34.6% | $79,386+88.8% |
| Participation rate | 67.1% | 75.9%-8.7pp | 77.3%-10.2pp | 70.7%-3.6pp |
| Annual return | 12.15% | 17.45%-5.3pp | 54.65%-42.5pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,563 | $1,979-21.0% | $2,731-42.8% | $2,427-35.6% |
| Participant deferral / active EE | $4,640 | $3,888+19.3% | $4,487+3.4% | $4,046+14.7% |
| Admin fee / account holder | $50 | $537-90.7% | $7,964-99.4% | $626-92.1% |