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 | $57,947 |
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 | $123,637 | $106,110+16.5% | $147,005-15.9% | $77,671+59.2% |
| Participation rate | 97.0% | 78.4%+18.6pp | 82.2%+14.9pp | 70.6%+26.4pp |
| Annual return | 23.51% | 56.77%-33.3pp | 418.76%-395.3pp | 31.21%-7.7pp |
| Employer contribution / active EE | $15,873 | $4,065+290.5% | $4,934+221.7% | $2,726+482.2% |
| Participant deferral / active EE | $8,149 | $7,992+2.0% | $8,070+1.0% | $4,648+75.3% |
| Admin fee / account holder | $316 | $338-6.4% | $13,006-97.6% | $430-26.6% |