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 4-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 | $35,526 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,120 |
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.)
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 | $85,304 | $102,317-16.6% | $146,958-42.0% | $80,856+5.5% |
| Participation rate | 49.4% | 75.8%-26.4pp | 82.2%-32.7pp | 67.6%-18.2pp |
| Annual return | 15.02% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,455 | $3,713-33.9% | $4,933-50.2% | $2,755-10.9% |
| Participant deferral / active EE | $6,370 | $6,644-4.1% | $8,070-21.1% | $4,296+48.3% |
| Admin fee / account holder | $645 | $7,941-91.9% | $12,998-95.0% | $6,918-90.7% |