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 | $58,695 |
ENZA FINANCIAL LLC1 year Filed as: ENZA FINANCIAL, LLC Service code 27 | Advisory (Plan) | $28,113 |
ENZA FINANCIAL LLC4 years Service code 27 · EIN 47-1337968 | Advisory (Plan) | $0 |
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 | $71,084 | $96,484-26.3% | $156,263-54.5% | $74,304-4.3% |
| Participation rate | 92.8% | 67.7%+25.1pp | 78.9%+13.9pp | 60.3%+32.4pp |
| Annual return | 10.69% | 17.73%-7.0pp | 59.47%-48.8pp | 29.43%-18.7pp |
| Employer contribution / active EE | $2,394 | $2,528-5.3% | $4,333-44.7% | $2,241+6.8% |
| Participant deferral / active EE | $5,781 | $4,286+34.9% | $6,158-6.1% | $3,767+53.4% |
| Admin fee / account holder | $341 | $3,728-90.8% | $14,255-97.6% | $2,969-88.5% |