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 26-0070474 | Advisory (Plan) | $84,207 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,823 |
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 | $87,388 | $106,028-17.6% | $146,958-40.5% | $77,643+12.6% |
| Participation rate | 99.1% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.5pp |
| Annual return | 16.68% | 56.73%-40.1pp | 418.34%-401.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $5,730 | $4,063+41.0% | $4,933+16.2% | $2,726+110.2% |
| Participant deferral / active EE | $10,694 | $7,990+33.8% | $8,070+32.5% | $4,647+130.1% |
| Admin fee / account holder | $338 | $337+0.3% | $12,998-97.4% | $430-21.4% |