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 61-1758632 | Advisory (Plan) | $18,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,590 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,128 | $49,451+21.6% | $79,550-24.4% | $66,914-10.1% |
| Participation rate | 65.2% | 61.3%+3.8pp | 69.5%-4.3pp | 69.8%-4.6pp |
| Annual return | -19.97% | 84.25%-104.2pp | 0.16%-20.1pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,698 | $1,266+34.1% | $2,413-29.7% | $2,544-33.3% |
| Participant deferral / active EE | $3,895 | $3,159+23.3% | $3,985-2.3% | $4,237-8.1% |
| Admin fee / account holder | $416 | $595-30.1% | $6,832-93.9% | $593-30.0% |