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 27 · EIN 47-1411118 | Advisory (Plan) | $14,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,266 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,712 | $49,451+83.4% | $79,550+14.0% | $66,914+35.6% |
| Participation rate | 46.7% | 61.3%-14.7pp | 69.5%-22.8pp | 69.8%-23.1pp |
| Annual return | -16.50% | 84.25%-100.8pp | 0.16%-16.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,262 | $1,266-0.3% | $2,413-47.7% | $2,544-50.4% |
| Participant deferral / active EE | $5,127 | $3,159+62.3% | $3,985+28.6% | $4,237+21.0% |
| Admin fee / account holder | $436 | $595-26.6% | $6,832-93.6% | $593-26.5% |