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 59-3766965 | Advisory (Plan) | $177,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $130,250 |
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 | $176,033 | $79,519+121.4% | $95,952+83.5% | $73,409+139.8% |
| Participation rate | 98.6% | 81.2%+17.4pp | 77.1%+21.5pp | 72.2%+26.4pp |
| Annual return | 13.36% | 19.20%-5.8pp | 91.61%-78.3pp | 59.29%-45.9pp |
| Employer contribution / active EE | $2,365 | $2,048+15.5% | $2,541-6.9% | $2,234+5.9% |
| Participant deferral / active EE | $7,086 | $4,138+71.2% | $4,167+70.1% | $3,805+86.2% |
| Admin fee / account holder | $322 | $184+74.8% | $6,795-95.3% | $158+104.1% |