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 |
|---|---|---|
PORTFOLIO DESIGN SERVICES10+ years Service code 26 · EIN 72-1558055 | Advisory (Participants) | $144,942 |
AXOS4 years Service code 15 · EIN 77-0616239 | Recordkeeping | $6,767 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,047 | $91,762-43.3% | $67,502-22.9% | $77,643-33.0% |
| Participation rate | 94.9% | 75.9%+19.0pp | 72.9%+22.0pp | 70.6%+24.3pp |
| Annual return | 9.75% | 14.87%-5.1pp | 3512.12%-3502.4pp | 31.24%-21.5pp |
| Employer contribution / active EE | $1,284 | $3,181-59.6% | $2,731-53.0% | $2,726-52.9% |
| Participant deferral / active EE | $2,436 | $3,903-37.6% | $4,000-39.1% | $4,647-47.6% |
| Admin fee / account holder | $347 | $176+97.2% | $3,998-91.3% | $430-19.3% |