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 | $110,099 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $72,202 |
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 | $51,748 | $82,202-37.0% | $125,339-58.7% | $64,808-20.2% |
| Participation rate | 90.8% | 77.9%+12.9pp | 82.4%+8.4pp | 71.5%+19.3pp |
| Annual return | -17.75% | 3.48%-21.2pp | 572.05%-589.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,677 | $3,615-25.9% | $4,814-44.4% | $2,506+6.8% |
| Participant deferral / active EE | $10,469 | $7,175+45.9% | $7,446+40.6% | $4,310+142.9% |
| Admin fee / account holder | $334 | $163+104.5% | $10,010-96.7% | $188+77.8% |