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 | $30,362 |
HYPERION PARTNERS LLC6 years Service code 27 · EIN 47-4989158 | Advisory (Plan) | $28,932 |
Service code 16 · EIN 20-4780677 | Consulting | $7,267 |
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 | $59,862 | $101,317-40.9% | $146,958-59.3% | $74,495-19.6% |
| Participation rate | 94.8% | 75.5%+19.3pp | 82.2%+12.7pp | 67.2%+27.6pp |
| Annual return | 13.05% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,182 | $3,810-69.0% | $4,933-76.0% | $2,623-54.9% |
| Participant deferral / active EE | $6,047 | $7,303-17.2% | $8,070-25.1% | $4,346+39.1% |
| Admin fee / account holder | $304 | $1,739-82.5% | $12,998-97.7% | $1,942-84.3% |