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 27 · EIN 36-4906731 | Advisory (Plan) | $37,282 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,870 |
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 | $102,021 | $100,923+1.1% | $150,045-32.0% | $74,304+37.3% |
| Participation rate | 94.7% | 70.1%+24.6pp | 82.3%+12.4pp | 60.3%+34.3pp |
| Annual return | 15.76% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,699 | $3,463-50.9% | $4,693-63.8% | $2,241-24.2% |
| Participant deferral / active EE | $12,285 | $6,709+83.1% | $7,997+53.6% | $3,767+226.1% |
| Admin fee / account holder | $384 | $2,767-86.1% | $13,435-97.1% | $2,969-87.1% |