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 | $27,462 |
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $22,500 |
CADARET GRANT & CO INC4 years Service code 27 · EIN 22-2361254 | Advisory (Plan) | $7,500 |
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 | $87,437 | $65,435+33.6% | $86,677+0.9% | $66,914+30.7% |
| Participation rate | 96.8% | 75.5%+21.4pp | 76.6%+20.2pp | 69.8%+27.0pp |
| Annual return | -16.92% | -10.89%-6.0pp | 35.91%-52.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,912 | $2,153+35.2% | $2,836+2.7% | $2,544+14.4% |
| Participant deferral / active EE | $8,345 | $4,100+103.5% | $4,656+79.3% | $4,237+97.0% |
| Admin fee / account holder | $391 | $642-39.1% | $7,493-94.8% | $593-34.1% |