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.
| Provider | Service type | Compensation |
|---|---|---|
MONEYWISE, INC.1+ years Service code 71 · EIN 54-1506612 | Brokerage Fees | $8,112 |
CREATIVE PLANNING LLC1+ years Service code 71 · EIN 43-1270780 | Brokerage Fees | $7,020 |
Service code 13 · EIN 16-1503696 | Contract Administrator | $1,296 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $146,283 | $104,475+40.0% | $159,436-8.2% | $79,386+84.3% |
| Participation rate | 68.7% | 76.6%-8.0pp | 82.8%-14.2pp | 70.7%-2.0pp |
| Annual return | 20.31% | 67.95%-47.6pp | 263.57%-243.3pp | 116.85%-96.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,431 | $6,467+45.8% | $7,352+28.3% | $4,046+133.1% |
| Admin fee / account holder | $6 | $711-99.1% | $10,799-99.9% | $626-99.0% |