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 | $15,981 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,907 | $54,573+53.8% | $90,951-7.7% | $73,488+14.2% |
| Participation rate | 50.9% | 61.2%-10.2pp | 69.0%-18.1pp | 70.7%-19.7pp |
| Annual return | 12.97% | 16.69%-3.7pp | 134.60%-121.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,291 | $2,517+70.5% | $3,373+27.2% | $3,740+14.7% |
| Admin fee / account holder | $419 | $521-19.6% | $5,959-93.0% | $513-18.3% |