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 13 · EIN 42-0127290 | Contract Administrator | $29,057 |
Service code 27 · EIN 42-1577774 | Advisory (Plan) | $14,570 |
Service code 49 · EIN 41-0955056 | Other Services | $10,983 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $93,863 | $72,277+29.9% | $101,248-7.3% | $79,858+17.5% |
| Participation rate | 81.0% | 68.5%+12.5pp | 75.8%+5.1pp | 69.6%+11.3pp |
| Annual return | 15.57% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $976 | $2,692-63.7% | $3,660-73.3% | $2,471-60.5% |
| Participant deferral / active EE | $6,308 | $3,282+92.2% | $4,370+44.3% | $3,740+68.7% |
| Admin fee / account holder | $323 | $4,400-92.7% | $5,945-94.6% | $5,306-93.9% |