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 | $50,268 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $47,661 |
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 | $78,194 | $91,407-14.5% | $135,903-42.5% | $71,457+9.4% |
| Participation rate | 91.0% | 75.7%+15.3pp | 81.9%+9.1pp | 67.9%+23.1pp |
| Annual return | 22.29% | 29.90%-7.6pp | 68.23%-45.9pp | 28.85%-6.6pp |
| Employer contribution / active EE | $1,603 | $3,703-56.7% | $4,856-67.0% | $2,588-38.1% |
| Participant deferral / active EE | $16,320 | $7,092+130.1% | $7,758+110.4% | $4,289+280.5% |
| Admin fee / account holder | $424 | $1,266-66.5% | $10,762-96.1% | $1,587-73.3% |