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 | $14,173 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,070 | $52,953+200.4% | $172,739-7.9% | $65,185+144.0% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.4pp | 70.2%+28.9pp |
| Annual return | 17.45% | 30.12%-12.7pp | 802.84%-785.4pp | 29.38%-11.9pp |
| Employer contribution / active EE | $3,176 | $2,190+45.1% | $5,143-38.2% | $2,177+45.9% |
| Participant deferral / active EE | $7,861 | $2,471+218.2% | $5,198+51.2% | $3,514+123.7% |
| Admin fee / account holder | $373 | $472-20.9% | $13,954-97.3% | $847-55.9% |