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 | $66,098+17.1% | $101,794-23.9% | $74,304+4.2% |
| Participation rate | 89.1% | 53.8%+35.4pp | 69.2%+19.9pp | 60.3%+28.8pp |
| Annual return | 14.27% | 19.59%-5.3pp | 30.53%-16.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,607 | $1,082+48.5% | $2,289-29.8% | $2,241-28.3% |
| Participant deferral / active EE | $3,100 | $2,781+11.5% | $4,084-24.1% | $3,767-17.7% |
| Admin fee / account holder | $514 | $4,146-87.6% | $8,777-94.1% | $2,969-82.7% |