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 35-2552359 | Advisory (Plan) | $30,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,435 |
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 | $228,686 | $65,365+249.9% | $92,893+146.2% | $72,985+213.3% |
| Participation rate | 95.7% | 68.3%+27.3pp | 76.0%+19.6pp | 69.5%+26.2pp |
| Annual return | 1.43% | 42.10%-40.7pp | 109.41%-108.0pp | 81.00%-79.6pp |
| Employer contribution / active EE | $5,081 | $2,594+95.9% | $3,653+39.1% | $2,440+108.3% |
| Participant deferral / active EE | $9,751 | $3,128+211.7% | $4,236+130.2% | $3,607+170.3% |
| Admin fee / account holder | $426 | $4,251-90.0% | $5,794-92.6% | $5,124-91.7% |