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 | $18,448 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,202 |
Service code 10 · EIN 52-1754364 | Accounting | $6,250 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,347 | $99,957-17.6% | $149,696-45.0% | $73,488+12.1% |
| Participation rate | 52.9% | 75.7%-22.8pp | 82.5%-29.6pp | 70.7%-17.8pp |
| Annual return | 13.66% | 53.87%-40.2pp | 276.60%-262.9pp | 28.51%-14.9pp |
| Employer contribution / active EE | $913 | $3,191-71.4% | $4,644-80.3% | $2,270-59.8% |
| Participant deferral / active EE | $6,339 | $6,073+4.4% | $6,842-7.3% | $3,740+69.5% |
| Admin fee / account holder | $316 | $551-42.6% | $9,309-96.6% | $513-38.4% |