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 | $13,618 |
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 | $171,786 | $88,634+93.8% | $101,326+69.5% | $74,304+131.2% |
| Participation rate | 95.8% | 76.9%+18.9pp | 81.5%+14.3pp | 60.3%+35.4pp |
| Annual return | 23.70% | 33.10%-9.4pp | 36.82%-13.1pp | 29.43%-5.7pp |
| Employer contribution / active EE | $3,927 | $2,930+34.0% | $3,665+7.1% | $2,241+75.2% |
| Participant deferral / active EE | $9,850 | $7,322+34.5% | $7,994+23.2% | $3,767+161.5% |
| Admin fee / account holder | $340 | $2,425-86.0% | $11,185-97.0% | $2,969-88.5% |