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 | $104,221 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $64,711 |
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 | $62,531 | $104,317-40.1% | $159,436-60.8% | $86,799-28.0% |
| Participation rate | 85.2% | 77.7%+7.5pp | 82.8%+2.4pp | 72.3%+12.9pp |
| Annual return | 19.23% | 26.32%-7.1pp | 263.57%-244.3pp | 97.91%-78.7pp |
| Employer contribution / active EE | $2,141 | $3,451-38.0% | $4,829-55.7% | $2,405-11.0% |
| Participant deferral / active EE | $8,814 | $6,837+28.9% | $7,352+19.9% | $4,131+113.4% |
| Admin fee / account holder | $335 | $172+94.6% | $10,799-96.9% | $170+97.7% |