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 37 · EIN 04-2647786 | Loan Processing | $52,067 |
NAYLOR CAPITAL LLC4 years Service code 27 · EIN 45-4614505 | Advisory (Plan) | $39,743 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,285 | $106,028-32.8% | $146,958-51.5% | $77,643-8.2% |
| Participation rate | 83.2% | 78.4%+4.8pp | 82.2%+1.0pp | 70.6%+12.6pp |
| Annual return | 16.47% | 56.73%-40.3pp | 418.34%-401.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $5,502 | $4,063+35.4% | $4,933+11.5% | $2,726+101.9% |
| Participant deferral / active EE | $11,006 | $7,990+37.7% | $8,070+36.4% | $4,647+136.8% |
| Admin fee / account holder | $314 | $337-6.8% | $12,998-97.6% | $430-26.9% |