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 | $85,612 |
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.)
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 | $77,720 | $102,553-24.2% | $151,611-48.7% | $66,914+16.1% |
| Participation rate | 95.0% | 85.5%+9.5pp | 87.5%+7.5pp | 69.8%+25.2pp |
| Annual return | -22.96% | -10.82%-12.1pp | 3.33%-26.3pp | 1.58%-24.5pp |
| Employer contribution / active EE | $1,377 | $4,180-67.1% | $6,166-77.7% | $2,544-45.9% |
| Participant deferral / active EE | $11,704 | $6,641+76.2% | $8,363+39.9% | $4,237+176.2% |
| Admin fee / account holder | $304 | $630-51.8% | $11,616-97.4% | $593-48.8% |