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) | $25,000 |
SETAWAY LLC6 years Service code 16 · EIN 45-5055797 | Consulting | $9,483 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $8,737 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS IN Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,139 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,536 |
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 | $176,310 | $61,272+187.8% | $149,673+17.8% | $71,457+146.7% |
| Participation rate | 94.6% | 62.5%+32.1pp | 78.8%+15.8pp | 67.9%+26.6pp |
| Annual return | 20.37% | 35.85%-15.5pp | 134.42%-114.0pp | 28.85%-8.5pp |
| Employer contribution / active EE | $7,565 | $2,378+218.1% | $4,818+57.0% | $2,588+192.3% |
| Participant deferral / active EE | $6,561 | $2,917+124.9% | $5,680+15.5% | $4,289+53.0% |
| Admin fee / account holder | $310 | $1,261-75.4% | $13,210-97.6% | $1,587-80.4% |