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 | $19,231 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,291 |
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 | $52,494 | $65,435-19.8% | $86,677-39.4% | $66,914-21.6% |
| Participation rate | 83.7% | 75.5%+8.2pp | 76.6%+7.1pp | 69.8%+13.9pp |
| Annual return | -17.26% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,998 | $2,153-7.2% | $2,836-29.6% | $2,544-21.5% |
| Participant deferral / active EE | $2,627 | $4,100-35.9% | $4,656-43.6% | $4,237-38.0% |
| Admin fee / account holder | $311 | $642-51.6% | $7,493-95.9% | $593-47.6% |