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) | $28,732 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,381 |
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 | $47,605 | $76,000-37.4% | $154,107-69.1% | $64,186-25.8% |
| Participation rate | 91.9% | 70.4%+21.4pp | 83.0%+8.8pp | 69.6%+22.3pp |
| Annual return | -5.33% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,447 | $3,351-56.8% | $5,298-72.7% | $2,381-39.2% |
| Participant deferral / active EE | $3,219 | $3,175+1.4% | $5,081-36.6% | $3,470-7.2% |
| Admin fee / account holder | $331 | $5,596-94.1% | $13,411-97.5% | $4,888-93.2% |