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 | $29,958 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $22,250 |
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 | $57,993 | $88,083-34.2% | $164,813-64.8% | $74,495-22.2% |
| Participation rate | 86.2% | 73.0%+13.1pp | 78.6%+7.6pp | 67.2%+19.0pp |
| Annual return | 10.91% | 17.26%-6.4pp | 69.93%-59.0pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,368 | $2,593-47.3% | $4,341-68.5% | $2,623-47.9% |
| Participant deferral / active EE | $3,936 | $4,498-12.5% | $6,031-34.7% | $4,346-9.4% |
| Admin fee / account holder | $324 | $2,234-85.5% | $12,690-97.4% | $1,942-83.3% |