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 8-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 | $26,515 |
Service code 27 · EIN 83-2499358 | Advisory (Plan) | $13,328 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,448 | $71,883-28.4% | $86,677-40.6% | $68,494-24.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -6.14% | 3.52%-9.7pp | 35.91%-42.1pp | -7.84%+1.7pp |
| Employer contribution / active EE | $2,560 | $2,173+17.8% | $2,836-9.7% | $2,596-1.4% |
| Participant deferral / active EE | $7,211 | $3,779+90.8% | $4,656+54.9% | $4,027+79.1% |
| Admin fee / account holder | $424 | $6,112-93.1% | $7,493-94.3% | $5,403-92.2% |