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 | $39,771 |
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 | $167,358 | $59,159+182.9% | $159,960+4.6% | $66,914+150.1% |
| Participation rate | 81.4% | 68.1%+13.3pp | 78.0%+3.5pp | 69.8%+11.6pp |
| Annual return | -2.57% | -12.26%+9.7pp | 408.60%-411.2pp | 1.58%-4.1pp |
| Employer contribution / active EE | $2,407 | $1,983+21.4% | $4,226-43.0% | $2,544-5.4% |
| Participant deferral / active EE | $6,694 | $4,395+52.3% | $6,182+8.3% | $4,237+58.0% |
| Admin fee / account holder | $1,701 | $591+187.9% | $8,698-80.4% | $593+186.7% |