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 27 · EIN 20-2675782 | Advisory (Plan) | $24,832 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,538 |
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 | $56,893 | $84,233-32.5% | $170,442-66.6% | $70,131-18.9% |
| Participation rate | 87.3% | 70.8%+16.5pp | 83.6%+3.7pp | 69.5%+17.8pp |
| Annual return | 14.86% | 23.06%-8.2pp | 205.93%-191.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,862 | $3,387-45.0% | $5,433-65.7% | $2,342-20.5% |
| Participant deferral / active EE | $2,773 | $3,086-10.1% | $4,939-43.9% | $3,332-16.8% |
| Admin fee / account holder | $319 | $5,698-94.4% | $13,880-97.7% | $4,645-93.1% |