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 37 · EIN 04-2647786 | Loan Processing | $71,871 |
Service code 27 · EIN 26-4649377 | Advisory (Plan) | $50,881 |
BROUSSARD & COMPANY, CPA'S L.L.C8+ years Service code 10 · EIN 72-1447940 | Accounting | $14,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $68,025 | $42,353+60.6% | $79,550-14.5% | $64,808+5.0% |
| Participation rate | 36.8% | 64.8%-28.0pp | 69.5%-32.7pp | 71.5%-34.7pp |
| Annual return | -16.63% | -12.24%-4.4pp | 0.16%-16.8pp | 32.82%-49.4pp |
| Employer contribution / active EE | $368 | $1,181-68.8% | $2,413-84.7% | $2,506-85.3% |
| Participant deferral / active EE | $1,349 | $3,170-57.4% | $3,985-66.1% | $4,310-68.7% |
| Admin fee / account holder | $303 | $160+89.7% | $6,832-95.6% | $188+61.2% |