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 37 · EIN 04-2647786 | Loan Processing | -$16,225 |
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 | $239,936 | $82,664+190.3% | $125,339+91.4% | $68,494+250.3% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -13.80% | -5.97%-7.8pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $30,855 | $3,381+812.6% | $4,814+541.0% | $2,596+1088.4% |
| Participant deferral / active EE | $15,008 | $6,110+145.6% | $7,446+101.5% | $4,027+272.7% |
| Admin fee / account holder | $370 | $6,275-94.1% | $10,010-96.3% | $5,403-93.1% |