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 48-1205033 | Recordkeeping | $57,150 |
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 | $78,933 | $58,726+34.4% | $92,233-14.4% | $62,292+26.7% |
| Participation rate | 85.0% | 68.3%+16.7pp | 76.5%+8.5pp | 69.5%+15.5pp |
| Annual return | 19.61% | 43.62%-24.0pp | 176.28%-156.7pp | 28.90%-9.3pp |
| Employer contribution / active EE | $2,364 | $2,392-1.2% | $3,679-35.8% | $2,042+15.8% |
| Participant deferral / active EE | $5,027 | $2,766+81.8% | $3,897+29.0% | $3,169+58.6% |
| Admin fee / account holder | $391 | $556-29.7% | $5,194-92.5% | $479-18.3% |