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 9-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 | $30,850 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $14,600 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $14,200 |
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 | $133,513 | $70,428+89.6% | $96,562+38.3% | $85,850+55.5% |
| Participation rate | 68.7% | 61.8%+6.9pp | 69.8%-1.1pp | 69.3%-0.6pp |
| Annual return | 16.12% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,454 | $1,413+2.9% | $2,356-38.3% | $2,565-43.3% |
| Participant deferral / active EE | $8,297 | $2,894+186.7% | $3,849+115.6% | $3,952+110.0% |
| Admin fee / account holder | $536 | $4,997-89.3% | $6,181-91.3% | $6,260-91.4% |