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 59-2937883 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,687 |
SELDEN FOX, LTD.4 years Service code 10 · EIN 36-2985770 | Accounting | $18,000 |
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 | $116,771 | $86,655+34.8% | $119,609-2.4% | $66,914+74.5% |
| Participation rate | 78.9% | 75.6%+3.4pp | 79.3%-0.3pp | 69.8%+9.1pp |
| Annual return | -16.76% | -8.00%-8.8pp | -14.97%-1.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,602 | $2,536-36.8% | $4,232-62.1% | $2,544-37.0% |
| Participant deferral / active EE | $6,876 | $4,358+57.8% | $5,602+22.7% | $4,237+62.3% |
| Admin fee / account holder | $352 | $755-53.4% | $10,323-96.6% | $593-40.7% |