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 | $101,499+17.1% | $147,005-19.2% | $74,546+59.4% |
| Participation rate | 84.3% | 75.5%+8.8pp | 82.2%+2.2pp | 67.2%+17.1pp |
| Annual return | 19.40% | 8732.34%-8712.9pp | 418.76%-399.4pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $2,882 | $3,811-24.4% | $4,934-41.6% | $2,624+9.8% |
| Participant deferral / active EE | $9,543 | $7,304+30.6% | $8,070+18.3% | $4,347+119.5% |
| Admin fee / account holder | $534 | $1,748-69.4% | $13,006-95.9% | $1,944-72.5% |