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 61-1758632 | Advisory (Plan) | $76,660 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,587 |
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 | $212,184 | $122,239+73.6% | $184,203+15.2% | $74,495+184.8% |
| Participation rate | 95.2% | 85.5%+9.7pp | 86.8%+8.4pp | 67.2%+28.0pp |
| Annual return | 16.69% | 19.95%-3.3pp | 28.81%-12.1pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,155 | $4,537-52.5% | $6,427-66.5% | $2,623-17.9% |
| Participant deferral / active EE | $18,041 | $7,139+152.7% | $9,131+97.6% | $4,346+315.1% |
| Admin fee / account holder | $399 | $1,260-68.3% | $13,901-97.1% | $1,942-79.4% |