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 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $15,110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,296 | $54,320+27.6% | $67,652+2.4% | $52,331+32.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -1.53% | 6.81%-8.3pp | 6625.04%-6626.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $5,714 | $1,544+270.2% | $2,266+152.2% | $1,882+203.7% |
| Participant deferral / active EE | $2,847 | $2,950-3.5% | $3,560-20.0% | $3,022-5.8% |
| Admin fee / account holder | $349 | $527-33.8% | $4,821-92.8% | $592-41.1% |