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 45-2984270 | Advisory (Plan) | $36,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,594 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,222 | $95,880-34.1% | $107,525-41.2% | $85,563-26.1% |
| Participation rate | 52.6% | 70.1%-17.5pp | 75.1%-22.4pp | 66.0%-13.3pp |
| Annual return | 16.51% | 68.06%-51.5pp | 181.32%-164.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,700 | $3,812-55.4% | $3,754-54.7% | $2,654-35.9% |
| Participant deferral / active EE | $3,378 | $4,201-19.6% | $5,116-34.0% | $4,375-22.8% |
| Admin fee / account holder | $339 | $1,025-67.0% | $8,919-96.2% | $834-59.4% |