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 13-3689044 | Recordkeeping | $18,373 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $15,000 |
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 | $130,265 | $109,413+19.1% | $156,263-16.6% | $84,808+53.6% |
| Participation rate | 99.0% | 72.7%+26.3pp | 78.9%+20.1pp | 68.3%+30.6pp |
| Annual return | 16.31% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $629 | $2,907-78.4% | $4,333-85.5% | $2,631-76.1% |
| Participant deferral / active EE | $7,201 | $4,590+56.9% | $6,158+16.9% | $4,212+71.0% |
| Admin fee / account holder | $315 | $9,357-96.6% | $14,255-97.8% | $7,344-95.7% |