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 | $87,740 |
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 | $110,068 | $130,194-15.5% | $169,993-35.3% | $71,457+54.0% |
| Participation rate | 95.4% | 86.1%+9.2pp | 87.0%+8.4pp | 67.9%+27.5pp |
| Annual return | 23.45% | 20.37%+3.1pp | 53.37%-29.9pp | 28.85%-5.4pp |
| Employer contribution / active EE | $2,526 | $4,381-42.3% | $6,785-62.8% | $2,588-2.4% |
| Participant deferral / active EE | $16,093 | $6,923+132.4% | $10,408+54.6% | $4,289+275.2% |
| Admin fee / account holder | $341 | $966-64.6% | $12,815-97.3% | $1,587-78.5% |