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 | $44,896 |
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 | $210,094 | $122,239+71.9% | $184,203+14.1% | $74,495+182.0% |
| Participation rate | 98.4% | 85.5%+12.9pp | 86.8%+11.6pp | 67.2%+31.2pp |
| Annual return | 16.42% | 19.95%-3.5pp | 28.81%-12.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $11,695 | $4,537+157.7% | $6,427+82.0% | $2,623+345.9% |
| Participant deferral / active EE | $16,608 | $7,139+132.7% | $9,131+81.9% | $4,346+282.2% |
| Admin fee / account holder | $303 | $1,260-75.9% | $13,901-97.8% | $1,942-84.4% |