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) | $60,684 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,734 |
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 | $114,993 | $91,372+25.9% | $129,995-11.5% | $74,419+54.5% |
| Participation rate | 79.3% | 77.8%+1.6pp | 78.5%+0.9pp | 70.7%+8.6pp |
| Annual return | 16.63% | 23.21%-6.6pp | -137.18%+153.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,125 | $2,563+21.9% | $4,320-27.7% | $2,637+18.5% |
| Participant deferral / active EE | $6,243 | $4,721+32.2% | $5,820+7.3% | $4,528+37.9% |
| Admin fee / account holder | $334 | $283+17.7% | $10,614-96.9% | $348-4.1% |