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 43-1451524 | Advisory (Plan) | $32,192 |
VELEZ AND HARDY1 year Service code 10 · EIN 88-4079401 | Accounting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,031 |
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 | $136,185 | $67,984+100.3% | $65,493+107.9% | $74,304+83.3% |
| Participation rate | 41.5% | 66.3%-24.8pp | 73.1%-31.5pp | 60.3%-18.8pp |
| Annual return | 14.32% | 19.87%-5.5pp | 982.45%-968.1pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,747 | $2,491-29.9% | $2,574-32.1% | $2,241-22.0% |
| Participant deferral / active EE | $3,151 | $3,346-5.8% | $3,961-20.4% | $3,767-16.4% |
| Admin fee / account holder | $443 | $1,373-67.7% | $5,028-91.2% | $2,969-85.1% |