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 | $42,946 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $78,939 | $72,404+9.0% | $110,238-28.4% | $64,186+23.0% |
| Participation rate | 85.3% | 73.3%+12.0pp | 79.8%+5.5pp | 69.6%+15.8pp |
| Annual return | -4.41% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $554 | $2,282-75.7% | $3,826-85.5% | $2,381-76.8% |
| Participant deferral / active EE | $1,893 | $3,469-45.4% | $4,672-59.5% | $3,470-45.4% |
| Admin fee / account holder | $452 | $5,664-92.0% | $8,547-94.7% | $4,888-90.8% |