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 41-1486060 | Advisory (Plan) | $20,597 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,614 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,472 | $86,332+19.9% | $125,175-17.3% | $65,185+58.7% |
| Participation rate | 49.6% | 75.3%-25.8pp | 79.8%-30.2pp | 70.2%-20.6pp |
| Annual return | 22.96% | 27.43%-4.5pp | 43.79%-20.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,625 | $3,537+30.7% | $4,937-6.3% | $3,514+31.6% |
| Admin fee / account holder | $413 | $609-32.2% | $9,702-95.7% | $847-51.2% |