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 | $22,728 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,327 |
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.)
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 | $47,691 | $65,435-27.1% | $86,677-45.0% | $66,914-28.7% |
| Participation rate | 15.7% | 75.5%-59.8pp | 76.6%-60.9pp | 69.8%-54.1pp |
| Annual return | -69.22% | -10.89%-58.3pp | 35.91%-105.1pp | 1.58%-70.8pp |
| Employer contribution / active EE | $1,967 | $2,153-8.7% | $2,836-30.7% | $2,544-22.7% |
| Participant deferral / active EE | $4,198 | $4,100+2.4% | $4,656-9.8% | $4,237-0.9% |
| Admin fee / account holder | $685 | $642+6.8% | $7,493-90.9% | $593+15.5% |