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) | $109,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,269 |
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 | $91,161 | $41,078+121.9% | $80,569+13.1% | $71,457+27.6% |
| Participation rate | 89.4% | 50.2%+39.1pp | 67.0%+22.4pp | 67.9%+21.4pp |
| Annual return | 16.87% | 38.45%-21.6pp | 935.43%-918.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,481 | $1,506-1.7% | $2,723-45.6% | $2,588-42.8% |
| Participant deferral / active EE | $4,617 | $2,699+71.0% | $4,447+3.8% | $4,289+7.6% |
| Admin fee / account holder | $430 | $1,840-76.6% | $5,377-92.0% | $1,587-72.9% |