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 | $23,707 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,500 |
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 | $149,257 | $84,556+76.5% | $116,228+28.4% | $74,304+100.9% |
| Participation rate | 90.0% | 66.0%+24.0pp | 74.6%+15.4pp | 60.3%+29.7pp |
| Annual return | 17.56% | 18.35%-0.8pp | 90.06%-72.5pp | 29.43%-11.9pp |
| Employer contribution / active EE | $8,323 | $2,168+284.0% | $2,994+177.9% | $2,241+271.4% |
| Participant deferral / active EE | $2,303 | $3,814-39.6% | $4,953-53.5% | $3,767-38.9% |
| Admin fee / account holder | $348 | $3,792-90.8% | $11,989-97.1% | $2,969-88.3% |