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 45-5608425 | Advisory (Plan) | $31,250 |
CARON & BLETZER, PLLC7+ years Service code 10 · EIN 04-3499945 | Accounting | $10,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,281 | $110,094-8.9% | $151,611-33.9% | $68,494+46.4% |
| Participation rate | 60.7% | 84.0%-23.2pp | 87.5%-26.8pp | 67.9%-7.2pp |
| Annual return | -19.99% | -10.12%-9.9pp | 3.33%-23.3pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,281 | $6,527+42.2% | $8,363+11.0% | $4,027+130.5% |
| Admin fee / account holder | $437 | $7,719-94.3% | $11,616-96.2% | $5,403-91.9% |