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 | $15,697 |
CRESAP INC.2 years Filed as: CRESAP INC Service code 27 · EIN 23-2589413 | Advisory (Plan) | $9,602 |
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 | $81,003 | $63,442+27.7% | $68,791+17.8% | $66,914+21.1% |
| Participation rate | 30.6% | 60.0%-29.4pp | 69.0%-38.4pp | 69.8%-39.2pp |
| Annual return | -15.28% | -8.29%-7.0pp | -6.38%-8.9pp | 1.58%-16.9pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,617 | $2,945-45.1% | $3,941-59.0% | $4,237-61.8% |
| Admin fee / account holder | $714 | $577+23.7% | $4,932-85.5% | $593+20.4% |