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 27 · EIN 23-3034280 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,337 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,144 | $98,750+211.0% | $149,696+105.2% | $79,858+284.6% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 14.43% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $6,388 | $3,216+98.6% | $4,644+37.5% | $2,471+158.5% |
| Participant deferral / active EE | $12,897 | $5,680+127.1% | $6,842+88.5% | $3,740+244.8% |
| Admin fee / account holder | $367 | $6,053-93.9% | $9,309-96.1% | $5,306-93.1% |