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 | $42,644 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $39,226 |
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 | $56,783 | $93,571-39.3% | $135,903-58.2% | $75,163-24.5% |
| Participation rate | 89.5% | 75.2%+14.4pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 22.19% | 30.90%-8.7pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $4,485 | $3,537+26.8% | $4,856-7.6% | $2,670+68.0% |
| Participant deferral / active EE | $11,461 | $6,404+79.0% | $7,758+47.7% | $4,125+177.8% |
| Admin fee / account holder | $329 | $6,975-95.3% | $10,762-96.9% | $5,651-94.2% |