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 | $55,002 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,079 |
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 | $61,381 | $104,475-41.2% | $159,436-61.5% | $79,386-22.7% |
| Participation rate | 70.5% | 76.6%-6.1pp | 82.8%-12.4pp | 70.7%-0.2pp |
| Annual return | 13.85% | 67.95%-54.1pp | 263.57%-249.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $2,741 | $3,417-19.8% | $4,829-43.2% | $2,427+12.9% |
| Participant deferral / active EE | $6,207 | $6,467-4.0% | $7,352-15.6% | $4,046+53.4% |
| Admin fee / account holder | $385 | $711-45.9% | $10,799-96.4% | $626-38.6% |