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 | $41,269 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,000 |
BHRE GROUP1 year Service code 10 · EIN 30-0394947 | Accounting | $23,820 |
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 | $170,483 | $87,870+94.0% | $113,168+50.6% | $74,304+129.4% |
| Participation rate | 97.0% | 70.7%+26.2pp | 76.6%+20.4pp | 60.3%+36.6pp |
| Annual return | 14.06% | 26.44%-12.4pp | 24.27%-10.2pp | 29.43%-15.4pp |
| Employer contribution / active EE | $7,610 | $2,277+234.2% | $2,975+155.8% | $2,241+239.5% |
| Participant deferral / active EE | $6,873 | $4,241+62.1% | $5,107+34.6% | $3,767+82.4% |
| Admin fee / account holder | $513 | $3,368-84.8% | $12,068-95.7% | $2,969-82.7% |