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 27 · EIN 47-1411118 | Advisory (Plan) | $19,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,686 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $133,193 | $71,516+86.2% | $98,439+35.3% | $71,457+86.4% |
| Participation rate | 82.5% | 72.7%+9.8pp | 75.2%+7.3pp | 67.9%+14.5pp |
| Annual return | 16.93% | 32.41%-15.5pp | 21.16%-4.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $14,810 | $2,399+517.4% | $3,048+385.9% | $2,588+472.3% |
| Participant deferral / active EE | $1,138 | $4,109-72.3% | $4,738-76.0% | $4,289-73.5% |
| Admin fee / account holder | $345 | $1,675-79.4% | $8,948-96.1% | $1,587-78.2% |