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 | $33,019 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $22,238 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $7,932 |
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 | $40,149 | $86,655-53.7% | $119,609-66.4% | $66,914-40.0% |
| Participation rate | 93.6% | 75.6%+18.0pp | 79.3%+14.3pp | 69.8%+23.8pp |
| Annual return | -5.42% | -8.00%+2.6pp | -14.97%+9.6pp | 1.58%-7.0pp |
| Employer contribution / active EE | $4,588 | $2,536+80.9% | $4,232+8.4% | $2,544+80.3% |
| Participant deferral / active EE | $7,799 | $4,358+79.0% | $5,602+39.2% | $4,237+84.1% |
| Admin fee / account holder | $329 | $755-56.4% | $10,323-96.8% | $593-44.5% |