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 28 · EIN 13-5160382 | Investment Management | $180,299 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,431,720 | $101,317+1313.1% | $146,958+874.2% | $74,495+1821.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.00% | 8730.91%-8719.9pp | 418.34%-407.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $43,869 | $3,810+1051.4% | $4,933+789.3% | $2,623+1572.5% |
| Participant deferral / active EE | $26,018 | $7,303+256.3% | $8,070+222.4% | $4,346+498.7% |
| Admin fee / account holder | $774 | $1,739-55.5% | $12,998-94.0% | $1,942-60.1% |