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 93-0987232 | Advisory (Plan) | $133,049 |
Service code 37 · EIN 04-2647786 | Loan Processing | $70,762 |
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 | $90,802 | $104,317-13.0% | $159,436-43.0% | $86,799+4.6% |
| Participation rate | 74.9% | 77.7%-2.8pp | 82.8%-7.9pp | 72.3%+2.7pp |
| Annual return | 17.97% | 26.32%-8.3pp | 263.57%-245.6pp | 97.91%-79.9pp |
| Employer contribution / active EE | $3,188 | $3,451-7.6% | $4,829-34.0% | $2,405+32.5% |
| Participant deferral / active EE | $7,620 | $6,837+11.5% | $7,352+3.6% | $4,131+84.5% |
| Admin fee / account holder | $410 | $172+138.1% | $10,799-96.2% | $170+141.9% |