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) | $18,941 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,685 |
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 | $83,989 | $62,688+34.0% | $178,014-52.8% | $77,671+8.1% |
| Participation rate | 25.8% | 66.9%-41.1pp | 77.1%-51.3pp | 70.6%-44.8pp |
| Annual return | 16.36% | 16.16%+0.2pp | 294.80%-278.4pp | 31.21%-14.8pp |
| Employer contribution / active EE | $755 | $1,912-60.5% | $3,950-80.9% | $2,726-72.3% |
| Participant deferral / active EE | $1,830 | $4,224-56.7% | $6,276-70.9% | $4,648-60.6% |
| Admin fee / account holder | $317 | $386-18.0% | $10,362-96.9% | $430-26.4% |