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 | $98,033 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $96,930 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,277 | $100,801-18.4% | $149,696-45.0% | $73,409+12.1% |
| Participation rate | 57.7% | 77.7%-19.9pp | 82.5%-24.7pp | 72.2%-14.4pp |
| Annual return | 11.80% | 265.34%-253.5pp | 276.60%-264.8pp | 59.29%-47.5pp |
| Employer contribution / active EE | $852 | $3,312-74.3% | $4,644-81.7% | $2,234-61.9% |
| Participant deferral / active EE | $5,151 | $6,404-19.6% | $6,842-24.7% | $3,805+35.4% |
| Admin fee / account holder | $300 | $181+66.0% | $9,309-96.8% | $158+90.1% |