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 01-0233346 | Recordkeeping | $525 |
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 | $59,884 | $81,474-26.5% | $133,956-55.3% | $73,488-18.5% |
| Participation rate | 76.8% | 76.4%+0.4pp | 79.8%-3.0pp | 70.7%+6.1pp |
| Annual return | 13.07% | 19.40%-6.3pp | 45.09%-32.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,265 | $2,209-42.8% | $3,919-67.7% | $2,270-44.3% |
| Participant deferral / active EE | $2,425 | $3,786-36.0% | $5,048-52.0% | $3,740-35.2% |
| Admin fee / account holder | $306 | $713-57.1% | $8,927-96.6% | $513-40.4% |