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 15 · EIN 48-1205033 | Recordkeeping | $20,070 |
MCSOLEY MCCOY & CO2 years Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $13,350 |
OSAIC WEALTH INC1 year Filed as: OSAIC INSTITUTIONS, INC. Service code 27 538 PRESTON AVE · MERIDEN, CT 064504851 | Advisory (Plan) | $11,743 |
NFP RETIREMENT INC1 year Filed as: NFP PROPERTY AND CASUALTY SERVICES Service code 13 1355 S CLEARVIEW AVENUE · MESA, AZ 85209 | Contract Administrator | $5,678 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,925 | $72,137-16.9% | $142,449-57.9% | $71,457-16.1% |
| Participation rate | 86.7% | 71.7%+15.0pp | 76.8%+9.9pp | 67.9%+18.8pp |
| Annual return | 21.05% | 21.15%-0.1pp | 19.99%+1.1pp | 28.85%-7.8pp |
| Employer contribution / active EE | $413 | $3,793-89.1% | $4,847-91.5% | $2,588-84.1% |
| Participant deferral / active EE | $3,018 | $5,280-42.8% | $6,283-52.0% | $4,289-29.6% |
| Admin fee / account holder | $356 | $1,433-75.2% | $10,011-96.4% | $1,587-77.6% |