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 59-3766965 | Advisory (Plan) | $194,076 |
Service code 37 · EIN 04-2647786 | Loan Processing | $105,923 |
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 | $152,086 | $72,254+110.5% | $86,677+75.5% | $64,808+134.7% |
| Participation rate | 98.5% | 80.4%+18.1pp | 76.6%+21.9pp | 71.5%+27.0pp |
| Annual return | -16.22% | 392.42%-408.6pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $3,610 | $2,393+50.9% | $2,836+27.3% | $2,506+44.1% |
| Participant deferral / active EE | $8,298 | $4,658+78.1% | $4,656+78.2% | $4,310+92.5% |
| Admin fee / account holder | $304 | $174+75.0% | $7,493-95.9% | $188+62.0% |