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 | $71,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,787 | $65,390+121.4% | $169,368-14.5% | $71,457+102.6% |
| Participation rate | 78.0% | 67.0%+11.1pp | 77.1%+0.9pp | 67.9%+10.1pp |
| Annual return | -0.66% | 21.31%-22.0pp | 405.60%-406.3pp | 28.85%-29.5pp |
| Employer contribution / active EE | $2,261 | $2,079+8.8% | $4,013-43.6% | $2,588-12.6% |
| Participant deferral / active EE | $6,618 | $4,367+51.6% | $6,221+6.4% | $4,289+54.3% |
| Admin fee / account holder | $1,646 | $1,324+24.3% | $9,003-81.7% | $1,587+3.7% |