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 7-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 | $40,951 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $37,118 |
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.)
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 | $120,785 | $95,880+26.0% | $107,525+12.3% | $85,563+41.2% |
| Participation rate | 34.9% | 70.1%-35.2pp | 75.1%-40.2pp | 66.0%-31.1pp |
| Annual return | 19.53% | 68.06%-48.5pp | 181.32%-161.8pp | 31.51%-12.0pp |
| Employer contribution / active EE | $2,686 | $3,812-29.6% | $3,754-28.5% | $2,654+1.2% |
| Participant deferral / active EE | $3,299 | $4,201-21.5% | $5,116-35.5% | $4,375-24.6% |
| Admin fee / account holder | $520 | $1,025-49.2% | $8,919-94.2% | $834-37.6% |