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 61-1758632 | Advisory (Plan) | $94,710 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,437 |
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 | $123,020 | $86,225+42.7% | $146,665-16.1% | $86,799+41.7% |
| Participation rate | 84.8% | 78.0%+6.8pp | 80.1%+4.7pp | 72.3%+12.5pp |
| Annual return | 13.87% | 31.23%-17.4pp | 22.74%-8.9pp | 97.91%-84.0pp |
| Employer contribution / active EE | $3,137 | $2,392+31.2% | $4,136-24.1% | $2,405+30.4% |
| Participant deferral / active EE | $6,171 | $4,245+45.4% | $5,506+12.1% | $4,131+49.4% |
| Admin fee / account holder | $480 | $195+145.8% | $10,280-95.3% | $170+183.1% |