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 8-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 91-2106031 | Advisory (Plan) | $62,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $913 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,894 | $101,955+49.0% | $112,887+34.6% | $71,457+112.6% |
| Participation rate | 76.0% | 82.1%-6.1pp | 80.5%-4.5pp | 67.9%+8.1pp |
| Annual return | 13.57% | 28.92%-15.3pp | 34.10%-20.5pp | 28.85%-15.3pp |
| Employer contribution / active EE | $5,985 | $4,743+26.2% | $4,563+31.2% | $2,588+131.3% |
| Participant deferral / active EE | $11,745 | $6,771+73.4% | $6,513+80.3% | $4,289+173.8% |
| Admin fee / account holder | $337 | $1,395-75.8% | $7,047-95.2% | $1,587-78.7% |