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 | $50,952 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $45,902 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,135 | $56,485+41.9% | $185,823-56.9% | $86,799-7.7% |
| Participation rate | 75.1% | 65.5%+9.7pp | 81.7%-6.6pp | 72.3%+2.9pp |
| Annual return | 11.96% | 118.04%-106.1pp | 122.05%-110.1pp | 97.91%-85.9pp |
| Employer contribution / active EE | $1,767 | $1,843-4.1% | $5,167-65.8% | $2,405-26.5% |
| Participant deferral / active EE | $4,002 | $2,553+56.8% | $5,568-28.1% | $4,131-3.1% |
| Admin fee / account holder | $302 | $150+101.9% | $16,237-98.1% | $170+78.1% |