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 60 · EIN 04-2647786 | Sub-TA Fees | $25,803 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,937 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,011 | $58,577+89.5% | $83,333+33.2% | $64,186+73.0% |
| Participation rate | 90.6% | 72.0%+18.6pp | 77.8%+12.8pp | 69.6%+21.0pp |
| Annual return | -4.40% | 9.65%-14.0pp | 10.63%-15.0pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,604 | $4,654-1.1% | $5,565-17.3% | $3,470+32.7% |
| Admin fee / account holder | $447 | $9,275-95.2% | $7,510-94.1% | $4,888-90.9% |