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 |
|---|---|---|
EXPAND FINANCIAL1 year Filed as: EXPAND FINANCIAL, LLC Service code 16 · EIN 27-1124147 P.O. BOX 2208 · WACO, TX 76703 | Consulting | $46,952 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 12 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Participant communication; Recordkeep... | $28,626 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,015 | $50,982-33.3% | $154,803-78.0% | $85,563-60.2% |
| Participation rate | 43.0% | 59.8%-16.8pp | 78.1%-35.1pp | 66.0%-22.9pp |
| Annual return | 13.48% | 30.35%-16.9pp | 58.88%-45.4pp | 31.51%-18.0pp |
| Employer contribution / active EE | $773 | $1,708-54.8% | $4,305-82.1% | $2,654-70.9% |
| Participant deferral / active EE | $1,336 | $2,474-46.0% | $5,540-75.9% | $4,375-69.5% |
| Admin fee / account holder | $418 | $846-50.6% | $14,329-97.1% | $834-49.9% |