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 |
|---|---|---|
ENZA FINANCIAL LLC3 years Service code 27 · EIN 47-1337968 | Advisory (Plan) | $48,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,920 |
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 | $118,827 | $101,317+17.3% | $146,958-19.1% | $74,495+59.5% |
| Participation rate | 84.3% | 75.5%+8.8pp | 82.2%+2.2pp | 67.2%+17.1pp |
| Annual return | 19.40% | 8730.91%-8711.5pp | 418.34%-398.9pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $2,882 | $3,810-24.4% | $4,933-41.6% | $2,623+9.9% |
| Participant deferral / active EE | $9,543 | $7,303+30.7% | $8,070+18.2% | $4,346+119.6% |
| Admin fee / account holder | $534 | $1,739-69.3% | $12,998-95.9% | $1,942-72.5% |