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 16-1450952 | Recordkeeping | $63,142 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $78,263 | $89,652-12.7% | $141,162-44.6% | $65,185+20.1% |
| Participation rate | 97.9% | 74.7%+23.1pp | 82.5%+15.4pp | 70.2%+27.7pp |
| Annual return | 21.33% | 32.79%-11.5pp | 71.39%-50.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,465 | $3,065-52.2% | $4,735-69.1% | $2,177-32.7% |
| Participant deferral / active EE | $6,634 | $5,691+16.6% | $6,709-1.1% | $3,514+88.8% |
| Admin fee / account holder | $317 | $569-44.2% | $10,261-96.9% | $847-62.5% |