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 47-1411118 | Advisory (Plan) | $47,374 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,814 |
MAYER HOFFMAN MCCANN P.C.8+ years Service code 10 · EIN 43-1947695 | Accounting | $11,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,347 | $81,908-12.9% | $90,749-21.4% | $64,808+10.1% |
| Participation rate | 61.7% | 80.5%-18.8pp | 75.7%-14.0pp | 71.5%-9.8pp |
| Annual return | -18.50% | -12.53%-6.0pp | -12.16%-6.3pp | 32.82%-51.3pp |
| Employer contribution / active EE | $1,719 | $3,065-43.9% | $2,921-41.2% | $2,506-31.4% |
| Participant deferral / active EE | $3,673 | $4,840-24.1% | $4,564-19.5% | $4,310-14.8% |
| Admin fee / account holder | $145 | $157-7.6% | $8,445-98.3% | $188-22.7% |