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 5-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 35-2552359 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,022 |
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 | $131,929 | $102,317+28.9% | $146,958-10.2% | $80,856+63.2% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 15.11% | 134.76%-119.7pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,463 | $3,713+20.2% | $4,933-9.5% | $2,755+62.0% |
| Participant deferral / active EE | $16,713 | $6,644+151.6% | $8,070+107.1% | $4,296+289.1% |
| Admin fee / account holder | $308 | $7,941-96.1% | $12,998-97.6% | $6,918-95.6% |