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 04-2675571 | Advisory (Plan) | $33,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,372 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,949 | $59,186+16.5% | $76,768-10.2% | $56,287+22.5% |
| Participation rate | 73.6% | 75.2%-1.7pp | 77.0%-3.4pp | 69.9%+3.7pp |
| Annual return | -3.67% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,194 | $1,759-32.1% | $2,485-51.9% | $2,111-43.4% |
| Participant deferral / active EE | $3,480 | $3,255+6.9% | $3,852-9.6% | $3,350+3.9% |
| Admin fee / account holder | $360 | $489-26.4% | $6,675-94.6% | $521-30.9% |