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 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $118,283 |
Service code 16 · EIN 82-1646066 | Consulting | $81,250 |
RSM US LLP3 years Service code 29 · EIN 42-0714325 | Legal | $35,280 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $219,593 | $80,005+174.5% | $140,016+56.8% | $55,725+294.1% |
| Participation rate | 75.5% | 87.0%-11.5pp | 87.5%-12.0pp | 70.9%+4.7pp |
| Annual return | -5.62% | 0.46%-6.1pp | 651.12%-656.7pp | 244.93%-250.6pp |
| Employer contribution / active EE | $5,237 | $3,403+53.9% | $5,606-6.6% | $2,078+152.0% |
| Participant deferral / active EE | $10,326 | $5,264+96.2% | $6,927+49.1% | $3,356+207.7% |
| Admin fee / account holder | $502 | $116+333.7% | $10,705-95.3% | $115+335.6% |