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 47-1411118 | Advisory (Plan) | $30,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,059 | $80,968+48.3% | $96,544+24.4% | $75,163+59.7% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 19.25% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,779 | $2,282-22.0% | $2,965-40.0% | $2,670-33.4% |
| Participant deferral / active EE | $8,453 | $3,928+115.2% | $4,851+74.3% | $4,125+104.9% |
| Admin fee / account holder | $396 | $6,724-94.1% | $8,252-95.2% | $5,651-93.0% |