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 27 · EIN 93-0987232 | Advisory (Plan) | $122,746 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,394 | $82,202-13.1% | $125,339-43.0% | $64,808+10.2% |
| Participation rate | 66.2% | 77.9%-11.7pp | 82.4%-16.2pp | 71.5%-5.2pp |
| Annual return | -17.75% | 3.48%-21.2pp | 572.05%-589.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $3,237 | $3,615-10.5% | $4,814-32.8% | $2,506+29.2% |
| Participant deferral / active EE | $8,462 | $7,175+17.9% | $7,446+13.6% | $4,310+96.3% |
| Admin fee / account holder | $326 | $163+99.6% | $10,010-96.7% | $188+73.5% |