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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $58,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,733 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $2,640,336 | $98,750+2573.8% | $149,696+1663.8% | $79,858+3206.3% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.2pp |
| Annual return | 15.04% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $36,305 | $3,216+1028.7% | $4,644+681.7% | $2,471+1369.4% |
| Participant deferral / active EE | $20,621 | $5,680+263.0% | $6,842+201.4% | $3,740+451.4% |
| Admin fee / account holder | $814 | $6,053-86.6% | $9,309-91.3% | $5,306-84.7% |