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 | $79,261 |
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 | $64,353 | $93,182-30.9% | $146,665-56.1% | $79,386-18.9% |
| Participation rate | 75.1% | 76.4%-1.3pp | 80.1%-5.0pp | 70.7%+4.4pp |
| Annual return | 12.19% | 21.61%-9.4pp | 22.74%-10.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,200 | $2,420-50.4% | $4,136-71.0% | $2,427-50.6% |
| Participant deferral / active EE | $2,622 | $4,169-37.1% | $5,506-52.4% | $4,046-35.2% |
| Admin fee / account holder | $340 | $585-41.8% | $10,280-96.7% | $626-45.7% |