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 | $36,342 |
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 | $81,699 | $83,477-2.1% | $125,175-34.7% | $72,985+11.9% |
| Participation rate | 85.1% | 73.3%+11.8pp | 79.8%+5.4pp | 69.5%+15.6pp |
| Annual return | 20.40% | 25.78%-5.4pp | 43.79%-23.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,859 | $3,585-48.1% | $4,937-62.3% | $3,607-48.5% |
| Admin fee / account holder | $413 | $5,517-92.5% | $9,702-95.7% | $5,124-91.9% |