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) | $25,698 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,848 |
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 | $126,906 | $91,407+38.8% | $135,903-6.6% | $71,457+77.6% |
| Participation rate | 68.3% | 75.7%-7.3pp | 81.9%-13.6pp | 67.9%+0.4pp |
| Annual return | 38.59% | 29.90%+8.7pp | 68.23%-29.6pp | 28.85%+9.7pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,768 | $7,092+51.8% | $7,758+38.8% | $4,289+151.1% |
| Admin fee / account holder | $308 | $1,266-75.7% | $10,762-97.1% | $1,587-80.6% |