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 | $12,633 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,375 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,152 | $50,958+75.0% | $74,550+19.6% | $64,186+38.9% |
| Participation rate | 41.3% | 61.1%-19.8pp | 69.1%-27.8pp | 69.6%-28.3pp |
| Annual return | -6.37% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,678 | $1,115+50.5% | $1,961-14.4% | $2,381-29.5% |
| Participant deferral / active EE | $3,496 | $2,301+51.9% | $3,108+12.5% | $3,470+0.8% |
| Admin fee / account holder | $434 | $4,223-89.7% | $5,060-91.4% | $4,888-91.1% |