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 15 · EIN 13-3689044 | Recordkeeping | $32,065 |
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 | $43,971 | $73,867-40.5% | $143,757-69.4% | $68,494-35.8% |
| Participation rate | 97.7% | 66.7%+31.1pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -16.22% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $975 | $3,184-69.4% | $4,951-80.3% | $2,596-62.4% |
| Participant deferral / active EE | $8,865 | $3,384+161.9% | $5,637+57.3% | $4,027+120.1% |
| Admin fee / account holder | $303 | $5,755-94.7% | $14,673-97.9% | $5,403-94.4% |