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 16-1576223 | Advisory (Plan) | $74,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $80,651 | $38,365+110.2% | $84,611-4.7% | $65,185+23.7% |
| Participation rate | 89.3% | 55.7%+33.7pp | 68.2%+21.1pp | 70.2%+19.1pp |
| Annual return | 22.21% | 32.00%-9.8pp | 258.74%-236.5pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,755 | $1,258+39.5% | $2,652-33.8% | $2,177-19.4% |
| Participant deferral / active EE | $4,258 | $2,278+86.9% | $3,899+9.2% | $3,514+21.2% |
| Admin fee / account holder | $372 | $451-17.6% | $4,912-92.4% | $847-56.1% |