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 | $50,324 |
SOUND SHORE2 years Filed as: SOUND FINANCIAL GROUP Service code 27 · EIN 37-1781244 | Advisory (Plan) | $26,213 |
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 | $49,516 | $122,239-59.5% | $184,200-73.1% | $74,546-33.6% |
| Participation rate | 93.9% | 85.5%+8.4pp | 86.8%+7.1pp | 67.2%+26.7pp |
| Annual return | 13.52% | 19.95%-6.4pp | 28.80%-15.3pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,607 | $4,537-42.5% | $6,424-59.4% | $2,624-0.7% |
| Participant deferral / active EE | $5,776 | $7,139-19.1% | $9,132-36.7% | $4,347+32.9% |
| Admin fee / account holder | $390 | $1,260-69.0% | $13,907-97.2% | $1,944-79.9% |