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 | $4,744 |
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 | $147,769 | $76,050+94.3% | $96,544+53.1% | $71,457+106.8% |
| Participation rate | 57.3% | 74.4%-17.1pp | 76.0%-18.7pp | 67.9%-10.6pp |
| Annual return | 15.48% | 22.81%-7.3pp | 25.84%-10.4pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,252 | $2,244-44.2% | $2,965-57.8% | $2,588-51.6% |
| Participant deferral / active EE | $3,869 | $4,215-8.2% | $4,851-20.2% | $4,289-9.8% |
| Admin fee / account holder | $70 | $2,707-97.4% | $8,252-99.2% | $1,587-95.6% |