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 61-1758632 | Advisory (Plan) | $22,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,155 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,838 | $84,487+25.3% | $125,339-15.6% | $66,914+58.2% |
| Participation rate | 62.8% | 76.4%-13.6pp | 82.4%-19.5pp | 69.8%-7.0pp |
| Annual return | -21.19% | -8.39%-12.8pp | 572.05%-593.2pp | 1.58%-22.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,970 | $6,781+47.0% | $7,446+33.9% | $4,237+135.3% |
| Admin fee / account holder | $350 | $685-49.0% | $10,010-96.5% | $593-41.1% |