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 | $19,158 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,473 |
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 | $58,134 | $64,119-9.3% | $112,228-48.2% | $66,914-13.1% |
| Participation rate | 48.6% | 68.5%-19.9pp | 75.1%-26.5pp | 69.8%-21.2pp |
| Annual return | -8.03% | -13.81%+5.8pp | 27.45%-35.5pp | 1.58%-9.6pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,672 | $3,693-27.7% | $4,728-43.5% | $4,237-36.9% |
| Admin fee / account holder | $627 | $625+0.3% | $6,410-90.2% | $593+5.7% |