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 37 · EIN 04-2647786 | Loan Processing | $53,275 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,818 | $101,499+54.5% | $147,005+6.7% | $74,546+110.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.09% | 8732.34%-8718.3pp | 418.76%-404.7pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $5,737 | $3,811+50.5% | $4,934+16.3% | $2,624+118.6% |
| Participant deferral / active EE | $13,736 | $7,304+88.1% | $8,070+70.2% | $4,347+216.0% |
| Admin fee / account holder | $331 | $1,748-81.1% | $13,006-97.5% | $1,944-83.0% |