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 | $106,028+16.6% | $146,958-15.9% | $77,643+59.2% |
| Participation rate | 97.0% | 78.4%+18.7pp | 82.2%+14.9pp | 70.6%+26.5pp |
| Annual return | 23.51% | 56.73%-33.2pp | 418.34%-394.8pp | 31.24%-7.7pp |
| Employer contribution / active EE | $15,873 | $4,063+290.7% | $4,933+221.8% | $2,726+482.3% |
| Participant deferral / active EE | $8,149 | $7,990+2.0% | $8,070+1.0% | $4,647+75.3% |
| Admin fee / account holder | $316 | $337-6.4% | $12,998-97.6% | $430-26.6% |