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 35-2552359 | Advisory (Plan) | $20,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,368 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $9,816 |
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 | $189,950 | $73,638+158.0% | $95,952+98.0% | $73,488+158.5% |
| Participation rate | 89.3% | 76.2%+13.2pp | 77.1%+12.2pp | 70.7%+18.6pp |
| Annual return | 29.79% | 16.78%+13.0pp | 91.61%-61.8pp | 28.51%+1.3pp |
| Employer contribution / active EE | $2,718 | $1,863+45.9% | $2,541+7.0% | $2,270+19.7% |
| Participant deferral / active EE | $8,951 | $3,617+147.5% | $4,167+114.8% | $3,740+139.4% |
| Admin fee / account holder | $323 | $482-33.0% | $6,795-95.2% | $513-37.1% |