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 64 · EIN 71-0294708 | Recordkeeping Fees | $54,661 |
CARNEGIE INVESTMENT COUNSEL2 years Service code 99 · EIN 26-4766975 | Other Fees | $38,034 |
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 | $53,694 | $42,548+26.2% | $74,550-28.0% | $56,287-4.6% |
| Participation rate | 90.7% | 60.5%+30.2pp | 69.1%+21.5pp | 69.9%+20.8pp |
| Annual return | -4.38% | 12.40%-16.8pp | 32.53%-36.9pp | -9.96%+5.6pp |
| Employer contribution / active EE | $535 | $855-37.5% | $1,961-72.7% | $2,111-74.7% |
| Participant deferral / active EE | $2,912 | $2,277+27.9% | $3,108-6.3% | $3,350-13.1% |
| Admin fee / account holder | $325 | $467-30.4% | $5,060-93.6% | $521-37.5% |