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 26 · EIN 26-0058143 | Advisory (Participants) | $49,953 |
Service code 37 · EIN 35-0145825 | Loan Processing | $10,027 |
TIAA5 years Service code 50 · EIN 13-1624203 | Direct Payment | $243 |
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 | $153,552 | $74,706+105.5% | $75,696+102.9% | $79,386+93.4% |
| Participation rate | 99.2% | 75.3%+23.9pp | 74.8%+24.4pp | 70.7%+28.5pp |
| Annual return | 13.68% | 18.52%-4.8pp | 104.53%-90.8pp | 116.85%-103.2pp |
| Employer contribution / active EE | $6,371 | $2,590+146.0% | $2,743+132.3% | $2,427+162.4% |
| Participant deferral / active EE | $6,286 | $3,533+77.9% | $3,821+64.5% | $4,046+55.4% |
| Admin fee / account holder | $339 | $374-9.6% | $3,619-90.6% | $626-45.9% |