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) | $25,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,870 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,418 | $86,655-1.4% | $119,609-28.6% | $66,914+27.7% |
| Participation rate | 64.1% | 75.6%-11.5pp | 79.3%-15.2pp | 69.8%-5.7pp |
| Annual return | -18.62% | -8.00%-10.6pp | -14.97%-3.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,921 | $2,536-24.3% | $4,232-54.6% | $2,544-24.5% |
| Participant deferral / active EE | $7,804 | $4,358+79.1% | $5,602+39.3% | $4,237+84.2% |
| Admin fee / account holder | $377 | $755-50.1% | $10,323-96.4% | $593-36.5% |