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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,574 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $55,058 | $88,087-37.5% | $164,866-66.6% | $74,546-26.1% |
| Participation rate | 51.5% | 73.1%-21.6pp | 78.6%-27.1pp | 67.2%-15.7pp |
| Annual return | 13.68% | 17.27%-3.6pp | 69.97%-56.3pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,437 | $2,595-44.6% | $4,343-66.9% | $2,624-45.2% |
| Participant deferral / active EE | $2,116 | $4,499-53.0% | $6,033-64.9% | $4,347-51.3% |
| Admin fee / account holder | $327 | $2,232-85.4% | $12,689-97.4% | $1,944-83.2% |