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 04-2675571 | Advisory (Plan) | $40,228 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,602 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,565 | $76,050+59.8% | $96,544+25.9% | $71,457+70.1% |
| Participation rate | 66.4% | 74.4%-8.0pp | 76.0%-9.6pp | 67.9%-1.5pp |
| Annual return | 13.73% | 22.81%-9.1pp | 25.84%-12.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,357 | $2,244-39.6% | $2,965-54.2% | $2,588-47.6% |
| Participant deferral / active EE | $4,490 | $4,215+6.5% | $4,851-7.4% | $4,289+4.7% |
| Admin fee / account holder | $604 | $2,707-77.7% | $8,252-92.7% | $1,587-61.9% |