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 13 · EIN 42-0127290 | Contract Administrator | $64,274 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,281 |
401K SAFE1 year Filed as: 401K SAFE 3(16), LLC Service code 49 · EIN 83-0824803 | Other Services | $5,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,125 | $60,323+135.6% | $81,812+73.7% | $74,495+90.8% |
| Participation rate | 56.8% | 62.9%-6.0pp | 72.3%-15.5pp | 67.2%-10.4pp |
| Annual return | 16.42% | 16.90%-0.5pp | 773.79%-757.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,141 | $2,620-18.3% | $2,912-26.5% | $2,623-18.4% |
| Participant deferral / active EE | $4,824 | $3,387+42.4% | $4,319+11.7% | $4,346+11.0% |
| Admin fee / account holder | $459 | $1,486-69.1% | $7,386-93.8% | $1,942-76.4% |