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) | $42,544 |
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 | $113,772 | $78,485+45.0% | $106,213+7.1% | $74,495+52.7% |
| Participation rate | 90.7% | 72.8%+17.9pp | 75.3%+15.4pp | 67.2%+23.5pp |
| Annual return | 19.21% | 15.95%+3.3pp | 116.14%-96.9pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $4,571 | $2,523+81.2% | $3,171+44.1% | $2,623+74.3% |
| Participant deferral / active EE | $10,150 | $4,322+134.8% | $5,016+102.4% | $4,346+133.6% |
| Admin fee / account holder | $472 | $2,232-78.8% | $11,033-95.7% | $1,942-75.7% |