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 16-1576223 | Advisory (Plan) | $91,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,150 |
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 | $101,745 | $41,647+144.3% | $96,139+5.8% | $86,799+17.2% |
| Participation rate | 76.5% | 50.2%+26.2pp | 68.4%+8.0pp | 72.3%+4.2pp |
| Annual return | 43.53% | 27.24%+16.3pp | 191.94%-148.4pp | 97.91%-54.4pp |
| Employer contribution / active EE | $1,363 | $1,318+3.5% | $2,797-51.2% | $2,405-43.3% |
| Participant deferral / active EE | $3,729 | $2,412+54.6% | $4,349-14.3% | $4,131-9.7% |
| Admin fee / account holder | $382 | $169+125.3% | $5,537-93.1% | $170+125.1% |