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 | $5,075 |
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 | $124,118 | $65,435+89.7% | $86,677+43.2% | $66,914+85.5% |
| Participation rate | 61.9% | 75.5%-13.5pp | 76.6%-14.6pp | 69.8%-7.9pp |
| Annual return | -13.94% | -10.89%-3.1pp | 35.91%-49.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,433 | $2,153-33.4% | $2,836-49.5% | $2,544-43.7% |
| Participant deferral / active EE | $4,139 | $4,100+0.9% | $4,656-11.1% | $4,237-2.3% |
| Admin fee / account holder | $68 | $642-89.3% | $7,493-99.1% | $593-88.5% |