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 | $42,479 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,355 | $82,664+252.5% | $125,339+132.5% | $68,494+325.4% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -18.65% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $8,626 | $3,381+155.1% | $4,814+79.2% | $2,596+232.2% |
| Participant deferral / active EE | $12,227 | $6,110+100.1% | $7,446+64.2% | $4,027+203.6% |
| Admin fee / account holder | $521 | $6,275-91.7% | $10,010-94.8% | $5,403-90.3% |