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 04-2675571 | Advisory (Plan) | $28,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,035 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,030 | $95,762+8.6% | $379,746-72.6% | $79,858+30.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 23.99% | 18.26%+5.7pp | 34.90%-10.9pp | 31.71%-7.7pp |
| Employer contribution / active EE | $522 | $2,695-80.6% | $3,540-85.3% | $2,471-78.9% |
| Participant deferral / active EE | $4,734 | $4,705+0.6% | $6,024-21.4% | $3,740+26.6% |
| Admin fee / account holder | $416 | $6,745-93.8% | $7,927-94.8% | $5,306-92.2% |