Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 04-2675571 | Advisory (Plan) | $31,346 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,967 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,474 | $101,499-22.7% | $147,005-46.6% | $74,546+5.3% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.2%-4.3pp | 67.2%+10.6pp |
| Annual return | 13.79% | 8732.34%-8718.6pp | 418.76%-405.0pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $1,747 | $3,811-54.2% | $4,934-64.6% | $2,624-33.4% |
| Participant deferral / active EE | $7,072 | $7,304-3.2% | $8,070-12.4% | $4,347+62.7% |
| Admin fee / account holder | $301 | $1,748-82.8% | $13,006-97.7% | $1,944-84.5% |