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 37 · EIN 04-2647786 | Loan Processing | $31,370 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $30,336 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,464 | $84,487-14.2% | $125,339-42.2% | $66,914+8.3% |
| Participation rate | 54.9% | 76.4%-21.6pp | 82.4%-27.5pp | 69.8%-14.9pp |
| Annual return | -17.87% | -8.39%-9.5pp | 572.05%-589.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,359 | $3,553-33.6% | $4,814-51.0% | $2,544-7.3% |
| Participant deferral / active EE | $6,134 | $6,781-9.5% | $7,446-17.6% | $4,237+44.8% |
| Admin fee / account holder | $374 | $685-45.4% | $10,010-96.3% | $593-37.0% |