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 27 · EIN 43-1451524 | Advisory (Plan) | $26,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,046 |
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 | $102,029 | $87,013+17.3% | $106,213-3.9% | $80,856+26.2% |
| Participation rate | 78.8% | 70.4%+8.4pp | 75.3%+3.5pp | 67.6%+11.2pp |
| Annual return | 19.94% | 17.05%+2.9pp | 116.14%-96.2pp | 35.59%-15.7pp |
| Employer contribution / active EE | $3,001 | $2,395+25.3% | $3,171-5.4% | $2,755+8.9% |
| Participant deferral / active EE | $8,089 | $3,986+102.9% | $5,016+61.3% | $4,296+88.3% |
| Admin fee / account holder | $386 | $8,431-95.4% | $11,033-96.5% | $6,918-94.4% |