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 25-1900215 | Recordkeeping | $45,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,504 | $59,402-30.1% | $93,654-55.7% | $74,546-44.3% |
| Participation rate | 88.0% | 59.7%+28.3pp | 68.7%+19.3pp | 67.2%+20.8pp |
| Annual return | 8.43% | 81.86%-73.4pp | 133.34%-124.9pp | 1366.03%-1357.6pp |
| Employer contribution / active EE | $1,114 | $1,265-11.9% | $2,421-54.0% | $2,624-57.5% |
| Participant deferral / active EE | $3,777 | $3,049+23.9% | $4,413-14.4% | $4,347-13.1% |
| Admin fee / account holder | $300 | $3,023-90.1% | $8,282-96.4% | $1,944-84.5% |