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 | $16,123 |
CRESAP INC.1 year Filed as: CRESAP INC Service code 27 · EIN 23-2589413 | Advisory (Plan) | $9,720 |
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.)
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 | $95,273 | $60,776+56.8% | $85,682+11.2% | $79,386+20.0% |
| Participation rate | 31.1% | 62.1%-31.0pp | 69.9%-38.8pp | 70.7%-39.6pp |
| Annual return | 7.38% | 16.57%-9.2pp | 21.49%-14.1pp | 116.85%-109.5pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,718 | $2,919-41.1% | $3,923-56.2% | $4,046-57.5% |
| Admin fee / account holder | $620 | $438+41.5% | $6,873-91.0% | $626-1.0% |