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 | $17,558 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,909 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,088 | $59,263+75.6% | $96,562+7.8% | $79,386+31.1% |
| Participation rate | 45.2% | 61.9%-16.7pp | 69.8%-24.6pp | 70.7%-25.5pp |
| Annual return | 12.37% | 27.07%-14.7pp | 37.78%-25.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,097 | $1,216-9.8% | $2,356-53.5% | $2,427-54.8% |
| Participant deferral / active EE | $4,398 | $2,948+49.2% | $3,849+14.3% | $4,046+8.7% |
| Admin fee / account holder | $532 | $658-19.2% | $6,181-91.4% | $626-15.0% |