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 | Consulting (pension); Copying and dup... | $63,830 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,538 | $136,307-43.1% | $177,821-56.4% | $73,488+5.5% |
| Participation rate | 75.1% | 86.1%-11.0pp | 87.7%-12.6pp | 70.7%+4.5pp |
| Annual return | 16.65% | 18.68%-2.0pp | 48.32%-31.7pp | 28.51%-11.9pp |
| Employer contribution / active EE | $437 | $3,712-88.2% | $5,918-92.6% | $2,270-80.7% |
| Participant deferral / active EE | $3,793 | $5,829-34.9% | $7,714-50.8% | $3,740+1.4% |
| Admin fee / account holder | $411 | $596-30.9% | $12,427-96.7% | $513-19.8% |