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 9-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 |
|---|---|---|
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $31,063 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,355 |
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 | $72,667 | $84,936-14.4% | $111,297-34.7% | $79,386-8.5% |
| Participation rate | 99.0% | 75.9%+23.2pp | 77.3%+21.7pp | 70.7%+28.3pp |
| Annual return | 9.38% | 17.45%-8.1pp | 54.65%-45.3pp | 116.85%-107.5pp |
| Employer contribution / active EE | $1,878 | $1,979-5.1% | $2,731-31.2% | $2,427-22.6% |
| Participant deferral / active EE | $2,537 | $3,888-34.7% | $4,487-43.5% | $4,046-37.3% |
| Admin fee / account holder | $431 | $537-19.7% | $7,964-94.6% | $626-31.1% |