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 | $29,498 |
CROWE LLP3 years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $22,050 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,650 |
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 | $114,987 | $59,417+93.5% | $93,606+22.8% | $74,495+54.4% |
| Participation rate | 69.4% | 59.7%+9.8pp | 68.7%+0.7pp | 67.2%+2.2pp |
| Annual return | 19.69% | 81.83%-62.1pp | 133.20%-113.5pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $1,789 | $1,264+41.6% | $2,420-26.1% | $2,623-31.8% |
| Participant deferral / active EE | $6,366 | $3,050+108.7% | $4,411+44.3% | $4,346+46.5% |
| Admin fee / account holder | $385 | $3,021-87.3% | $8,285-95.4% | $1,942-80.2% |