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 82-1364595 | Advisory (Plan) | $24,432 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,329 |
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 | $74,075 | $72,607+2.0% | $90,749-18.4% | $66,914+10.7% |
| Participation rate | 91.1% | 73.7%+17.4pp | 75.7%+15.4pp | 69.8%+21.3pp |
| Annual return | -11.64% | -12.28%+0.6pp | -12.16%+0.5pp | 1.58%-13.2pp |
| Employer contribution / active EE | $5,561 | $2,369+134.8% | $2,921+90.4% | $2,544+118.6% |
| Participant deferral / active EE | $6,830 | $3,977+71.7% | $4,564+49.6% | $4,237+61.2% |
| Admin fee / account holder | $363 | $707-48.7% | $8,445-95.7% | $593-38.8% |