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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $39,375 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,170 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,795 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,548 | $59,186+9.1% | $76,768-15.9% | $56,287+14.7% |
| Participation rate | 80.7% | 75.2%+5.5pp | 77.0%+3.8pp | 69.9%+10.9pp |
| Annual return | -4.65% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $829 | $1,759-52.9% | $2,485-66.6% | $2,111-60.7% |
| Participant deferral / active EE | $1,810 | $3,255-44.4% | $3,852-53.0% | $3,350-46.0% |
| Admin fee / account holder | $311 | $489-36.5% | $6,675-95.3% | $521-40.4% |