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 82-1364595 | Advisory (Plan) | $62,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,078 |
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 | $202,642 | $102,553+97.6% | $151,611+33.7% | $66,914+202.8% |
| Participation rate | 94.4% | 85.5%+8.9pp | 87.5%+6.9pp | 69.8%+24.6pp |
| Annual return | -14.19% | -10.82%-3.4pp | 3.33%-17.5pp | 1.58%-15.8pp |
| Employer contribution / active EE | $11,684 | $4,180+179.5% | $6,166+89.5% | $2,544+359.3% |
| Participant deferral / active EE | $7,148 | $6,641+7.6% | $8,363-14.5% | $4,237+68.7% |
| Admin fee / account holder | $481 | $630-23.6% | $11,616-95.9% | $593-18.9% |