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 82-0560956 | Advisory (Plan) | $23,597 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,934 |
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 | $85,741 | $71,964+19.1% | $167,512-48.8% | $85,563+0.2% |
| Participation rate | 31.8% | 61.0%-29.1pp | 77.1%-45.2pp | 66.0%-34.1pp |
| Annual return | 19.60% | 18.83%+0.8pp | 1615.79%-1596.2pp | 31.51%-11.9pp |
| Employer contribution / active EE | $840 | $1,875-55.2% | $3,882-78.4% | $2,654-68.3% |
| Participant deferral / active EE | $2,062 | $4,110-49.8% | $6,405-67.8% | $4,375-52.9% |
| Admin fee / account holder | $344 | $815-57.8% | $9,769-96.5% | $834-58.8% |