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 | $29,505 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,546 | $70,908+57.3% | $98,907+12.8% | $73,488+51.8% |
| Participation rate | 95.1% | 73.8%+21.3pp | 76.0%+19.1pp | 70.7%+24.4pp |
| Annual return | 16.21% | 34.17%-18.0pp | 196.43%-180.2pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,745 | $2,036-14.3% | $2,689-35.1% | $2,270-23.1% |
| Participant deferral / active EE | $4,703 | $3,500+34.4% | $4,244+10.8% | $3,740+25.8% |
| Admin fee / account holder | $308 | $535-42.4% | $6,642-95.4% | $513-39.9% |