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 6-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 | $93,502 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,720 | $44,984+43.9% | $85,009-23.9% | $74,546-13.2% |
| Participation rate | 94.3% | 49.4%+44.9pp | 67.5%+26.8pp | 67.2%+27.1pp |
| Annual return | 10.08% | 26.25%-16.2pp | 66.47%-56.4pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $2,695 | $1,458+84.9% | $2,728-1.2% | $2,624+2.7% |
| Participant deferral / active EE | $5,950 | $2,733+117.7% | $4,522+31.6% | $4,347+36.9% |
| Admin fee / account holder | $345 | $2,208-84.4% | $6,153-94.4% | $1,944-82.3% |