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 9-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 13 · EIN 42-0127290 | Contract Administrator | $52,182 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,332 |
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 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 | $36,926 | $51,197-27.9% | $82,719-55.4% | $66,914-44.8% |
| Participation rate | 84.7% | 67.8%+16.9pp | 72.6%+12.2pp | 69.8%+14.9pp |
| Annual return | -21.97% | -9.64%-12.3pp | 701.18%-723.2pp | 1.58%-23.6pp |
| Employer contribution / active EE | $1,830 | $2,611-29.9% | $3,009-39.2% | $2,544-28.1% |
| Participant deferral / active EE | $3,486 | $3,458+0.8% | $4,395-20.7% | $4,237-17.7% |
| Admin fee / account holder | $376 | $416-9.6% | $5,329-93.0% | $593-36.7% |