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 35-2552359 | Advisory (Plan) | $16,806 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,096 |
AC CPA, PLLC2 years Service code 10 · EIN 87-3863558 | Accounting | $9,500 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,011 | $65,435+52.8% | $86,677+15.4% | $66,914+49.5% |
| Participation rate | 54.3% | 75.5%-21.2pp | 76.6%-22.3pp | 69.8%-15.5pp |
| Annual return | -15.02% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,116 | $2,153-1.7% | $2,836-25.4% | $2,544-16.8% |
| Participant deferral / active EE | $2,539 | $4,100-38.1% | $4,656-45.5% | $4,237-40.1% |
| Admin fee / account holder | $479 | $642-25.3% | $7,493-93.6% | $593-19.3% |