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 9-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) | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,116 |
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.)
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 | $20,032 | $50,815-60.6% | $155,509-87.1% | $77,643-74.2% |
| Participation rate | 16.1% | 63.1%-47.0pp | 78.2%-62.0pp | 70.6%-54.4pp |
| Annual return | 13.80% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $892 | $2,822-68.4% | $5,626-84.1% | $4,647-80.8% |
| Admin fee / account holder | $308 | $437-29.6% | $15,912-98.1% | $430-28.5% |