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 23-3038464 | Consulting (pension); Copying and dup... | $32,551 |
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 | $64,762 | $55,449+16.8% | $83,848-22.8% | $56,287+15.1% |
| Participation rate | 95.7% | 68.0%+27.7pp | 76.1%+19.6pp | 69.9%+25.9pp |
| Annual return | -6.22% | -1.38%-4.8pp | 850.88%-857.1pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,534 | $2,430-36.9% | $3,631-57.7% | $2,111-27.3% |
| Participant deferral / active EE | $4,716 | $2,935+60.7% | $4,082+15.5% | $3,350+40.8% |
| Admin fee / account holder | $580 | $656-11.6% | $5,478-89.4% | $521+11.3% |