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 16 · EIN 85-3439612 | Consulting | $6,755 |
Service code 16 · EIN 82-1434504 | Consulting | $6,743 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,579 |
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 | $80,406 | $53,345+50.7% | $121,098-33.6% | $74,419+8.0% |
| Participation rate | 57.5% | 60.0%-2.5pp | 69.5%-12.0pp | 70.7%-13.3pp |
| Annual return | 19.42% | 35.15%-15.7pp | 985.75%-966.3pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,099 | $1,898-42.1% | $4,164-73.6% | $2,637-58.3% |
| Participant deferral / active EE | $4,277 | $3,221+32.8% | $4,080+4.8% | $4,528-5.6% |
| Admin fee / account holder | $99 | $382-74.0% | $5,644-98.2% | $348-71.4% |