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 | $27,860 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $24,607 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,106 | $58,208+77.1% | $81,812+26.0% | $80,856+27.5% |
| Participation rate | 93.1% | 63.4%+29.7pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 22.21% | 41.66%-19.4pp | 773.79%-751.6pp | 35.59%-13.4pp |
| Employer contribution / active EE | $4,053 | $2,340+73.2% | $2,912+39.2% | $2,755+47.1% |
| Participant deferral / active EE | $10,309 | $3,281+214.2% | $4,319+138.7% | $4,296+140.0% |
| Admin fee / account holder | $394 | $4,981-92.1% | $7,386-94.7% | $6,918-94.3% |