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 26 · EIN 23-2286563 | Advisory (Participants) | $54,301 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $10,360 |
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 | $126,635 | $73,638+72.0% | $95,952+32.0% | $73,488+72.3% |
| Participation rate | 93.1% | 76.2%+17.0pp | 77.1%+16.1pp | 70.7%+22.5pp |
| Annual return | 17.21% | 16.78%+0.4pp | 91.61%-74.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,752 | $1,863-6.0% | $2,541-31.1% | $2,270-22.8% |
| Participant deferral / active EE | $3,017 | $3,617-16.6% | $4,167-27.6% | $3,740-19.3% |
| Admin fee / account holder | $502 | $482+4.1% | $6,795-92.6% | $513-2.1% |