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 3-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 | $33,056 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,296 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,159 | $102,553+40.6% | $151,611-4.9% | $66,914+115.4% |
| Participation rate | 84.8% | 85.5%-0.7pp | 87.5%-2.7pp | 69.8%+15.0pp |
| Annual return | -19.52% | -10.82%-8.7pp | 3.33%-22.9pp | 1.58%-21.1pp |
| Employer contribution / active EE | $2,514 | $4,180-39.9% | $6,166-59.2% | $2,544-1.2% |
| Participant deferral / active EE | $12,918 | $6,641+94.5% | $8,363+54.5% | $4,237+204.9% |
| Admin fee / account holder | $447 | $630-29.0% | $11,616-96.2% | $593-24.6% |