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 | $7,709 |
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 | $137,613 | $79,171+73.8% | $102,423+34.4% | $74,495+84.7% |
| Participation rate | 57.6% | 74.8%-17.2pp | 76.5%-18.9pp | 67.2%-9.6pp |
| Annual return | 11.64% | 54.93%-43.3pp | 29.32%-17.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,370 | $2,362-42.0% | $3,023-54.7% | $2,623-47.8% |
| Participant deferral / active EE | $4,111 | $4,415-6.9% | $5,053-18.6% | $4,346-5.4% |
| Admin fee / account holder | $90 | $2,001-95.5% | $9,451-99.0% | $1,942-95.4% |