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 37 · EIN 04-2647786 | Loan Processing | $29,405 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & CO. Service code 27 · EIN 36-2214610 | Advisory (Plan) | $26,654 |
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 | $47,360 | $30,588+54.8% | $53,898-12.1% | $85,563-44.6% |
| Participation rate | 32.8% | 26.3%+6.4pp | 55.0%-22.2pp | 66.0%-33.2pp |
| Annual return | 22.43% | 50.42%-28.0pp | 528.60%-506.2pp | 31.51%-9.1pp |
| Employer contribution / active EE | $929 | $436+113.1% | $932-0.3% | $2,654-65.0% |
| Participant deferral / active EE | $1,564 | $848+84.5% | $1,826-14.4% | $4,375-64.3% |
| Admin fee / account holder | $320 | $1,879-83.0% | $2,491-87.2% | $834-61.7% |