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 | $19,530 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $12,600 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $6,173 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,329 | $48,265-18.5% | $68,791-42.8% | $68,494-42.6% |
| Participation rate | 27.6% | 60.7%-33.0pp | 69.0%-41.4pp | 67.9%-40.3pp |
| Annual return | -16.56% | -12.71%-3.9pp | -6.38%-10.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,368 | $2,867+17.5% | $3,941-14.5% | $4,027-16.4% |
| Admin fee / account holder | $766 | $4,355-82.4% | $4,932-84.5% | $5,403-85.8% |