Filed December 30, 2021
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 37-1707957 | Advisory (Plan) | $56,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,197 |
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 | $127,071 | $102,553+23.9% | $151,611-16.2% | $66,914+89.9% |
| Participation rate | 98.3% | 85.5%+12.8pp | 87.5%+10.9pp | 69.8%+28.5pp |
| Annual return | -14.23% | -10.82%-3.4pp | 3.33%-17.6pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,274 | $4,180-45.6% | $6,166-63.1% | $2,544-10.6% |
| Participant deferral / active EE | $6,538 | $6,641-1.6% | $8,363-21.8% | $4,237+54.3% |
| Admin fee / account holder | $630 | $6300% | $11,616-94.6% | $593+6.2% |