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 | $44,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,707 | $70,879+133.8% | $189,557-12.6% | $79,386+108.7% |
| Participation rate | 83.3% | 68.0%+15.4pp | 78.4%+4.9pp | 70.7%+12.6pp |
| Annual return | 13.35% | 20.70%-7.3pp | 64.17%-50.8pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,269 | $1,806+25.6% | $4,412-48.6% | $2,427-6.5% |
| Participant deferral / active EE | $6,319 | $4,081+54.8% | $6,174+2.4% | $4,046+56.2% |
| Admin fee / account holder | $1,709 | $647+163.9% | $9,807-82.6% | $626+172.7% |