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 37-0899315 | Advisory (Plan) | $50,260 |
Service code 15 · EIN 16-1450962 | Recordkeeping | $36,255 |
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 | $142,695 | $80,724+76.8% | $103,333+38.1% | $74,495+91.6% |
| Participation rate | 85.1% | 65.7%+19.4pp | 74.5%+10.6pp | 67.2%+17.9pp |
| Annual return | 13.94% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $6,938 | $3,157+119.7% | $3,868+79.4% | $2,623+164.5% |
| Participant deferral / active EE | $2,409 | $3,860-37.6% | $5,057-52.4% | $4,346-44.6% |
| Admin fee / account holder | $531 | $2,368-77.6% | $8,355-93.6% | $1,942-72.7% |