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 | $42,735 |
CHANNEL WEALTH LLC1 year Service code 27 · EIN 84-2475389 | Advisory (Plan) | $18,311 |
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 | $79,573 | $130,194-38.9% | $169,993-53.2% | $71,457+11.4% |
| Participation rate | 92.9% | 86.1%+6.7pp | 87.0%+5.9pp | 67.9%+24.9pp |
| Annual return | 17.37% | 20.37%-3.0pp | 53.37%-36.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $3,038 | $4,381-30.7% | $6,785-55.2% | $2,588+17.4% |
| Participant deferral / active EE | $8,508 | $6,923+22.9% | $10,408-18.3% | $4,289+98.4% |
| Admin fee / account holder | $374 | $966-61.3% | $12,815-97.1% | $1,587-76.5% |