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 6-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 13-3689044 | Recordkeeping | $57,736 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $55,761 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,665 | $84,487+34.5% | $125,339-9.3% | $66,914+69.9% |
| Participation rate | 95.4% | 76.4%+19.0pp | 82.4%+13.1pp | 69.8%+25.6pp |
| Annual return | -14.19% | -8.39%-5.8pp | 572.05%-586.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $200 | $3,553-94.4% | $4,814-95.8% | $2,544-92.1% |
| Participant deferral / active EE | $10,618 | $6,781+56.6% | $7,446+42.6% | $4,237+150.6% |
| Admin fee / account holder | $419 | $685-38.8% | $10,010-95.8% | $593-29.4% |