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 | $21,069 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $16,000 |
USI CONSULTING GROUP2 years 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,540 | $49,451+89.2% | $79,550+17.6% | $66,914+39.8% |
| Participation rate | 66.1% | 61.3%+4.8pp | 69.5%-3.4pp | 69.8%-3.7pp |
| Annual return | -12.85% | 84.25%-97.1pp | 0.16%-13.0pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,069 | $1,266-15.6% | $2,413-55.7% | $2,544-58.0% |
| Participant deferral / active EE | $5,775 | $3,159+82.8% | $3,985+44.9% | $4,237+36.3% |
| Admin fee / account holder | $399 | $595-32.9% | $6,832-94.2% | $593-32.7% |