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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $73,967 |
Service code 99 · EIN 27-4279360 | Other Fees | $36,158 |
MORNINGSTAR1 year Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,518 | $65,061+460.3% | $143,757+153.6% | $66,914+444.8% |
| Participation rate | 99.0% | 65.2%+33.8pp | 80.3%+18.7pp | 69.8%+29.2pp |
| Annual return | -14.44% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $20,496 | $2,361+768.2% | $4,951+314.0% | $2,544+705.6% |
| Participant deferral / active EE | $16,122 | $2,919+452.3% | $5,637+186.0% | $4,237+280.5% |
| Admin fee / account holder | $619 | $502+23.4% | $14,673-95.8% | $593+4.4% |