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 4-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 12 · EIN 13-3689044 | Participant communication; Distributi... | $52,188 |
Service code 16 · EIN 61-1758632 | Consulting | $25,000 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,986 | $84,556+47.8% | $116,228+7.5% | $74,304+68.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 15.56% | 18.35%-2.8pp | 90.06%-74.5pp | 29.43%-13.9pp |
| Employer contribution / active EE | $3,261 | $2,168+50.5% | $2,994+8.9% | $2,241+45.5% |
| Participant deferral / active EE | $6,253 | $3,814+63.9% | $4,953+26.2% | $3,767+66.0% |
| Admin fee / account holder | $348 | $3,792-90.8% | $11,989-97.1% | $2,969-88.3% |