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 27 · EIN 59-2030217 | Advisory (Plan) | $27,980 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,645 |
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 | $62,842 | $76,050-17.4% | $96,544-34.9% | $71,457-12.1% |
| Participation rate | 47.4% | 74.4%-27.0pp | 76.0%-28.6pp | 67.9%-20.6pp |
| Annual return | 18.17% | 22.81%-4.6pp | 25.84%-7.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $350 | $2,244-84.4% | $2,965-88.2% | $2,588-86.5% |
| Participant deferral / active EE | $2,391 | $4,215-43.3% | $4,851-50.7% | $4,289-44.2% |
| Admin fee / account holder | $352 | $2,707-87.0% | $8,252-95.7% | $1,587-77.8% |