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 | -$19,187 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,713 | $93,571+223.5% | $135,903+122.7% | $75,163+302.7% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 17.67% | 30.90%-13.2pp | 68.23%-50.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $14,765 | $3,537+317.5% | $4,856+204.1% | $2,670+453.1% |
| Participant deferral / active EE | $14,484 | $6,404+126.2% | $7,758+86.7% | $4,125+251.1% |
| Admin fee / account holder | $400 | $6,975-94.3% | $10,762-96.3% | $5,651-92.9% |