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 64 · EIN 04-2647786 | Recordkeeping Fees | $14,287 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,368 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,891 | $73,867-56.8% | $143,757-77.8% | $68,494-53.4% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -6.22% | 1.01%-7.2pp | -0.04%-6.2pp | -7.84%+1.6pp |
| Employer contribution / active EE | $2,344 | $3,184-26.4% | $4,951-52.7% | $2,596-9.7% |
| Participant deferral / active EE | $2,192 | $3,384-35.2% | $5,637-61.1% | $4,027-45.6% |
| Admin fee / account holder | $234 | $5,755-95.9% | $14,673-98.4% | $5,403-95.7% |