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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160560 | Accounting | $14,669 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,770 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $11,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,237 | $101,724-69.3% | $164,813-81.0% | $80,856-61.4% |
| Participation rate | 65.8% | 71.8%-6.0pp | 78.6%-12.8pp | 67.6%-1.8pp |
| Annual return | 11.11% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $757 | $2,953-74.4% | $4,341-82.6% | $2,755-72.5% |
| Participant deferral / active EE | $2,507 | $4,477-44.0% | $6,031-58.4% | $4,296-41.6% |
| Admin fee / account holder | $333 | $8,227-96.0% | $12,690-97.4% | $6,918-95.2% |