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 04-2675571 | Advisory (Plan) | $43,273 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,975 |
SETAWAY LLC2 years Service code 15 · EIN 46-5055797 | Recordkeeping | $10,662 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,012 | $98,727-15.9% | $113,168-26.6% | $85,563-3.0% |
| Participation rate | 99.2% | 80.8%+18.4pp | 76.6%+22.7pp | 66.0%+33.3pp |
| Annual return | 18.76% | 17.43%+1.3pp | 24.27%-5.5pp | 31.51%-12.7pp |
| Employer contribution / active EE | $4,812 | $2,907+65.6% | $2,975+61.7% | $2,654+81.4% |
| Participant deferral / active EE | $8,067 | $5,424+48.7% | $5,107+58.0% | $4,375+84.4% |
| Admin fee / account holder | $430 | $357+20.6% | $12,068-96.4% | $834-48.4% |