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) | $75,015 |
Service code 37 · EIN 04-2647786 | Loan Processing | $890 |
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 | $188,958 | $113,016+67.2% | $103,476+82.6% | $74,495+153.7% |
| Participation rate | 84.7% | 80.8%+4.0pp | 80.5%+4.2pp | 67.2%+17.5pp |
| Annual return | 16.59% | 23.24%-6.6pp | 23.90%-7.3pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $6,436 | $4,881+31.8% | $4,672+37.7% | $2,623+145.4% |
| Participant deferral / active EE | $13,073 | $7,279+79.6% | $6,623+97.4% | $4,346+200.8% |
| Admin fee / account holder | $429 | $1,709-74.9% | $9,413-95.4% | $1,942-77.9% |