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) | $44,359 |
Service code 37 · EIN 04-2647786 | Loan Processing | $938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,105 | $65,435+68.3% | $86,677+27.0% | $66,914+64.5% |
| Participation rate | 91.8% | 75.5%+16.3pp | 76.6%+15.2pp | 69.8%+22.0pp |
| Annual return | -20.74% | -10.89%-9.8pp | 35.91%-56.6pp | 1.58%-22.3pp |
| Employer contribution / active EE | $2,909 | $2,153+35.1% | $2,836+2.6% | $2,544+14.3% |
| Participant deferral / active EE | $9,315 | $4,100+127.2% | $4,656+100.1% | $4,237+119.9% |
| Admin fee / account holder | $304 | $642-52.6% | $7,493-95.9% | $593-48.7% |