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 30-0219031 | Recordkeeping | $54,248 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,435 | $104,475+111.9% | $159,436+38.9% | $79,386+178.9% |
| Participation rate | 96.4% | 76.6%+19.8pp | 82.8%+13.6pp | 70.7%+25.7pp |
| Annual return | 17.23% | 67.95%-50.7pp | 263.57%-246.3pp | 116.85%-99.6pp |
| Employer contribution / active EE | $6,648 | $3,417+94.6% | $4,829+37.6% | $2,427+173.8% |
| Participant deferral / active EE | $9,402 | $6,467+45.4% | $7,352+27.9% | $4,046+132.4% |
| Admin fee / account holder | $385 | $711-45.9% | $10,799-96.4% | $626-38.6% |