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 | $58,881 |
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 | $64,365 | $55,449+16.1% | $83,848-23.2% | $56,287+14.4% |
| Participation rate | 97.6% | 68.0%+29.6pp | 76.1%+21.4pp | 69.9%+27.7pp |
| Annual return | -5.22% | -1.38%-3.8pp | 850.88%-856.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,901 | $2,430+19.4% | $3,631-20.1% | $2,111+37.4% |
| Participant deferral / active EE | $6,104 | $2,935+107.9% | $4,082+49.5% | $3,350+82.2% |
| Admin fee / account holder | $346 | $656-47.2% | $5,478-93.7% | $521-33.5% |