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 93-0987232 | Advisory (Plan) | $77,391 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,232 | $75,388-34.7% | $123,544-60.2% | $55,725-11.7% |
| Participation rate | 77.5% | 75.7%+1.9pp | 82.3%-4.8pp | 70.9%+6.7pp |
| Annual return | -7.16% | 4.48%-11.6pp | 119.20%-126.4pp | 244.93%-252.1pp |
| Employer contribution / active EE | $3,283 | $3,063+7.2% | $4,628-29.0% | $2,078+58.0% |
| Participant deferral / active EE | $7,472 | $5,651+32.2% | $6,426+16.3% | $3,356+122.7% |
| Admin fee / account holder | $315 | $120+163.1% | $9,284-96.6% | $115+173.6% |