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 27 · EIN 26-0070474 | Advisory (Plan) | $27,303 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,851 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 47-2722581 | Accounting | $11,500 |
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 | $77,426 | $65,246+18.7% | $98,716-21.6% | $67,986+13.9% |
| Participation rate | 89.1% | 51.4%+37.7pp | 69.3%+19.8pp | 57.2%+31.9pp |
| Annual return | 14.27% | 20.58%-6.3pp | 31.81%-17.5pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,607 | $1,042+54.2% | $2,279-29.5% | $2,019-20.4% |
| Participant deferral / active EE | $3,100 | $2,594+19.5% | $4,048-23.4% | $3,358-7.7% |
| Admin fee / account holder | $514 | $4,561-88.7% | $8,703-94.1% | $3,203-84.0% |