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 27 · EIN 61-1758632 | Advisory (Plan) | $36,864 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,532 |
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 | $107,543 | $136,307-21.1% | $177,821-39.5% | $73,488+46.3% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.6pp |
| Annual return | 14.82% | 18.68%-3.9pp | 48.32%-33.5pp | 28.51%-13.7pp |
| Employer contribution / active EE | $4,042 | $3,712+8.9% | $5,918-31.7% | $2,270+78.0% |
| Participant deferral / active EE | $5,632 | $5,829-3.4% | $7,714-27.0% | $3,740+50.6% |
| Admin fee / account holder | $367 | $596-38.4% | $12,427-97.0% | $513-28.5% |