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 9-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 | $35,687 |
KNAV P.A.1 year Filed as: KNAV Service code 27 · EIN 92-3540684 | Advisory (Plan) | $0 |
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 | $84,345 | $78,485+7.5% | $106,213-20.6% | $74,495+13.2% |
| Participation rate | 97.2% | 72.8%+24.4pp | 75.3%+21.9pp | 67.2%+30.0pp |
| Annual return | 11.78% | 15.95%-4.2pp | 116.14%-104.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $3,139 | $2,523+24.4% | $3,171-1.0% | $2,623+19.7% |
| Participant deferral / active EE | $7,779 | $4,322+80.0% | $5,016+55.1% | $4,346+79.0% |
| Admin fee / account holder | $302 | $2,232-86.5% | $11,033-97.3% | $1,942-84.4% |