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 26 · EIN 04-2675571 | Advisory (Participants) | $33,411 |
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 | $94,300 | $71,516+31.9% | $98,439-4.2% | $71,457+32.0% |
| Participation rate | 95.8% | 72.7%+23.1pp | 75.2%+20.7pp | 67.9%+27.9pp |
| Annual return | 18.96% | 32.41%-13.5pp | 21.16%-2.2pp | 28.85%-9.9pp |
| Employer contribution / active EE | $4,864 | $2,399+102.7% | $3,048+59.6% | $2,588+88.0% |
| Participant deferral / active EE | $10,724 | $4,109+161.0% | $4,738+126.3% | $4,289+150.0% |
| Admin fee / account holder | $401 | $1,675-76.0% | $8,948-95.5% | $1,587-74.7% |