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) | $40,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,066 |
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 | $104,205 | $65,435+59.2% | $86,677+20.2% | $66,914+55.7% |
| Participation rate | 71.6% | 75.5%-3.9pp | 76.6%-5.0pp | 69.8%+1.7pp |
| Annual return | -12.77% | -10.89%-1.9pp | 35.91%-48.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,443 | $2,153-33.0% | $2,836-49.1% | $2,544-43.3% |
| Participant deferral / active EE | $4,591 | $4,100+12.0% | $4,656-1.4% | $4,237+8.4% |
| Admin fee / account holder | $585 | $642-8.9% | $7,493-92.2% | $593-1.4% |