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 37 · EIN 04-2647786 | Loan Processing | $37,972 |
Service code 27 · EIN 33-0804608 | Advisory (Plan) | $32,664 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $12,600 |
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 | $38,512 | $78,419-50.9% | $133,956-71.2% | $73,409-47.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 79.8%+5.9pp | 72.2%+13.5pp |
| Annual return | 15.94% | 33.35%-17.4pp | 45.09%-29.1pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,389 | $2,044-32.0% | $3,919-64.6% | $2,234-37.8% |
| Participant deferral / active EE | $3,869 | $3,925-1.4% | $5,048-23.3% | $3,805+1.7% |
| Admin fee / account holder | $300 | $161+86.3% | $8,927-96.6% | $158+90.3% |