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 | $18,949 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,199 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,712 | $79,171-23.3% | $102,423-40.7% | $74,495-18.5% |
| Participation rate | 79.7% | 74.8%+4.9pp | 76.5%+3.2pp | 67.2%+12.5pp |
| Annual return | 11.02% | 54.93%-43.9pp | 29.32%-18.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,869 | $2,362-20.9% | $3,023-38.2% | $2,623-28.8% |
| Participant deferral / active EE | $2,571 | $4,415-41.8% | $5,053-49.1% | $4,346-40.8% |
| Admin fee / account holder | $319 | $2,001-84.0% | $9,451-96.6% | $1,942-83.5% |