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 9-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 10 · EIN 13-0436940 | Accounting | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,325 |
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 | $141,466 | $99,985+41.5% | $146,665-3.5% | $85,850+64.8% |
| Participation rate | 70.9% | 73.1%-2.2pp | 80.1%-9.2pp | 69.3%+1.6pp |
| Annual return | 15.69% | 18.93%-3.2pp | 22.74%-7.1pp | 318.53%-302.8pp |
| Employer contribution / active EE | $3,199 | $2,559+25.0% | $4,136-22.7% | $2,565+24.7% |
| Participant deferral / active EE | $6,776 | $4,006+69.2% | $5,506+23.1% | $3,952+71.5% |
| Admin fee / account holder | $705 | $7,702-90.8% | $10,280-93.1% | $6,260-88.7% |