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 | $51,466 |
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 | $180,231 | $88,087+104.6% | $164,866+9.3% | $74,546+141.8% |
| Participation rate | 85.5% | 73.1%+12.4pp | 78.6%+6.9pp | 67.2%+18.3pp |
| Annual return | 24.25% | 17.27%+7.0pp | 69.97%-45.7pp | 1366.03%-1341.8pp |
| Employer contribution / active EE | $8,858 | $2,595+241.3% | $4,343+104.0% | $2,624+237.5% |
| Participant deferral / active EE | $10,818 | $4,499+140.4% | $6,033+79.3% | $4,347+148.8% |
| Admin fee / account holder | $305 | $2,232-86.3% | $12,689-97.6% | $1,944-84.3% |