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 LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $28,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,931 |
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 | $61,582 | $71,883-14.3% | $86,677-29.0% | $68,494-10.1% |
| Participation rate | 99.0% | 72.2%+26.7pp | 76.6%+22.4pp | 67.9%+31.1pp |
| Annual return | -11.98% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,970 | $2,173-9.3% | $2,836-30.6% | $2,596-24.1% |
| Participant deferral / active EE | $2,551 | $3,779-32.5% | $4,656-45.2% | $4,027-36.7% |
| Admin fee / account holder | $397 | $6,112-93.5% | $7,493-94.7% | $5,403-92.7% |