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 99 · EIN 04-2675571 | Other Fees | $23,583 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $184,551 | $54,590+238.1% | $81,930+125.3% | $73,488+151.1% |
| Participation rate | 82.9% | 68.3%+14.6pp | 72.0%+10.9pp | 70.7%+12.3pp |
| Annual return | 13.89% | 17.74%-3.8pp | 29.49%-15.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,841 | $1,636+12.5% | $4,310-57.3% | $2,270-18.9% |
| Participant deferral / active EE | $6,436 | $2,759+133.3% | $7,107-9.4% | $3,740+72.1% |
| Admin fee / account holder | $312 | $592-47.3% | $5,158-94.0% | $513-39.2% |