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 15 · EIN 35-0145825 | Recordkeeping | $20,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,230 | $125,758-47.3% | $169,993-61.0% | $75,163-11.9% |
| Participation rate | 94.9% | 83.6%+11.3pp | 87.0%+7.9pp | 67.2%+27.7pp |
| Annual return | 8.68% | 27.20%-18.5pp | 53.37%-44.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $2,610 | $4,615-43.4% | $6,785-61.5% | $2,670-2.2% |
| Participant deferral / active EE | $4,820 | $6,837-29.5% | $10,408-53.7% | $4,125+16.8% |
| Admin fee / account holder | $5,035 | $8,173-38.4% | $12,815-60.7% | $5,651-10.9% |