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 | $49,327 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $42,602 |
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 | $47,611 | $84,487-43.6% | $125,339-62.0% | $66,914-28.8% |
| Participation rate | 74.8% | 76.4%-1.7pp | 82.4%-7.6pp | 69.8%+5.0pp |
| Annual return | -18.04% | -8.39%-9.7pp | 572.05%-590.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $3,704 | $3,553+4.3% | $4,814-23.0% | $2,544+45.6% |
| Participant deferral / active EE | $8,645 | $6,781+27.5% | $7,446+16.1% | $4,237+104.0% |
| Admin fee / account holder | $361 | $685-47.4% | $10,010-96.4% | $593-39.2% |