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 | $47,463 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $44,528 |
TANNER LLC1 year Service code 10 · EIN 20-2253063 | Accounting | $7,759 |
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 | $63,034 | $84,487-25.4% | $125,339-49.7% | $66,914-5.8% |
| Participation rate | 90.3% | 76.4%+13.9pp | 82.4%+7.9pp | 69.8%+20.5pp |
| Annual return | -18.67% | -8.39%-10.3pp | 572.05%-590.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,094 | $3,553-41.1% | $4,814-56.5% | $2,544-17.7% |
| Participant deferral / active EE | $16,783 | $6,781+147.5% | $7,446+125.4% | $4,237+296.1% |
| Admin fee / account holder | $432 | $685-37.0% | $10,010-95.7% | $593-27.2% |