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) | $112,978 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,513 |
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 | $90,866 | $37,393+143.0% | $77,024+18.0% | $66,914+35.8% |
| Participation rate | 88.9% | 52.9%+36.0pp | 67.9%+21.0pp | 69.8%+19.1pp |
| Annual return | -17.05% | -3.29%-13.8pp | 42.32%-59.4pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,939 | $1,531+26.7% | $2,812-31.0% | $2,544-23.8% |
| Participant deferral / active EE | $5,109 | $2,617+95.2% | $4,426+15.4% | $4,237+20.6% |
| Admin fee / account holder | $494 | $567-12.9% | $5,425-90.9% | $593-16.8% |