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 35-1729164 | Advisory (Plan) | $42,858 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $808 |
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 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 | $258,767 | $98,750+162.0% | $149,696+72.9% | $79,858+224.0% |
| Participation rate | 89.5% | 75.8%+13.8pp | 82.5%+7.1pp | 69.6%+19.9pp |
| Annual return | 16.62% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,809 | $3,216-12.7% | $4,644-39.5% | $2,471+13.7% |
| Participant deferral / active EE | $10,737 | $5,680+89.0% | $6,842+56.9% | $3,740+187.1% |
| Admin fee / account holder | $437 | $6,053-92.8% | $9,309-95.3% | $5,306-91.8% |