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 42-1445429 | Loan Processing | $56,250 |
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $1,275 |
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 | $217,691 | $55,415+292.8% | $155,509+40.0% | $74,495+192.2% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 14.14% | 268.50%-254.4pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $5,812 | $2,267+156.4% | $4,672+24.4% | $2,623+121.6% |
| Participant deferral / active EE | $6,690 | $2,836+135.9% | $5,626+18.9% | $4,346+54.0% |
| Admin fee / account holder | $499 | $1,738-71.3% | $15,912-96.9% | $1,942-74.3% |