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 13 · EIN 42-0127290 | Contract Administrator | $54,587 |
ENZA FINANCIAL LLC3 years Service code 27 · EIN 47-1337968 | Advisory (Plan) | $25,874 |
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 | $62,399 | $88,083-29.2% | $164,813-62.1% | $74,495-16.2% |
| Participation rate | 93.5% | 73.0%+20.5pp | 78.6%+14.9pp | 67.2%+26.3pp |
| Annual return | 9.79% | 17.26%-7.5pp | 69.93%-60.1pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $2,450 | $2,593-5.5% | $4,341-43.6% | $2,623-6.6% |
| Participant deferral / active EE | $5,510 | $4,498+22.5% | $6,031-8.7% | $4,346+26.8% |
| Admin fee / account holder | $314 | $2,234-86.0% | $12,690-97.5% | $1,942-83.8% |