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 52 · EIN 04-1590850 | Indirect Investment Fees | $30,449 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
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 | $76,231 | $62,586+21.8% | $76,768-0.7% | $64,186+18.8% |
| Participation rate | 91.5% | 72.8%+18.7pp | 77.0%+14.5pp | 69.6%+21.9pp |
| Annual return | 7.30% | -1.95%+9.2pp | 2.43%+4.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $275 | $1,832-85.0% | $2,485-88.9% | $2,381-88.5% |
| Participant deferral / active EE | $2,166 | $3,145-31.1% | $3,852-43.8% | $3,470-37.6% |
| Admin fee / account holder | $304 | $4,667-93.5% | $6,675-95.4% | $4,888-93.8% |