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 4-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 | $42,966 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,066 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,003 | $101,499-12.3% | $147,005-39.5% | $74,546+19.4% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 15.24% | 8732.34%-8717.1pp | 418.76%-403.5pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $6,525 | $3,811+71.2% | $4,934+32.2% | $2,624+148.6% |
| Participant deferral / active EE | $10,369 | $7,304+42.0% | $8,070+28.5% | $4,347+138.5% |
| Admin fee / account holder | $338 | $1,748-80.7% | $13,006-97.4% | $1,944-82.6% |