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 7-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 | $40,396 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,298 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,464 | $62,688-49.8% | $178,014-82.3% | $77,671-59.5% |
| Participation rate | 33.8% | 66.9%-33.0pp | 77.1%-43.2pp | 70.6%-36.7pp |
| Annual return | 11.91% | 16.16%-4.2pp | 294.80%-282.9pp | 31.21%-19.3pp |
| Employer contribution / active EE | $884 | $1,912-53.8% | $3,950-77.6% | $2,726-67.6% |
| Participant deferral / active EE | $1,795 | $4,224-57.5% | $6,276-71.4% | $4,648-61.4% |
| Admin fee / account holder | $386 | $386-0.1% | $10,362-96.3% | $430-10.4% |