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) | $78,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,200 |
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.
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 | $90,401 | $43,133+109.6% | $89,391+1.1% | $73,488+23.0% |
| Participation rate | 88.6% | 55.0%+33.6pp | 68.0%+20.6pp | 70.7%+17.9pp |
| Annual return | 11.14% | 135.66%-124.5pp | 245.62%-234.5pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,908 | $1,438+32.7% | $2,586-26.2% | $2,270-15.9% |
| Participant deferral / active EE | $4,783 | $2,445+95.7% | $3,890+23.0% | $3,740+27.9% |
| Admin fee / account holder | $410 | $444-7.7% | $4,881-91.6% | $513-20.2% |