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 37 · EIN 04-2647786 | Loan Processing | $17,370 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,829 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,797 | $77,660-17.9% | $109,143-41.5% | $79,386-19.6% |
| Participation rate | 45.9% | 67.8%-21.9pp | 75.9%-29.9pp | 70.7%-24.8pp |
| Annual return | 22.23% | 23.44%-1.2pp | 25.75%-3.5pp | 116.85%-94.6pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,497 | $3,518-29.0% | $4,653-46.3% | $4,046-38.3% |
| Admin fee / account holder | $563 | $732-23.1% | $6,752-91.7% | $626-10.2% |