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 04-2675571 | Advisory (Plan) | $34,394 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,154 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,579 | $83,427+17.0% | $115,756-15.7% | $68,494+42.5% |
| Participation rate | 96.7% | 71.9%+24.8pp | 77.1%+19.7pp | 67.9%+28.9pp |
| Annual return | -23.41% | -10.95%-12.5pp | 143.14%-166.6pp | -7.84%-15.6pp |
| Employer contribution / active EE | $1,846 | $3,075-40.0% | $3,793-51.3% | $2,596-28.9% |
| Participant deferral / active EE | $5,730 | $5,355+7.0% | $6,254-8.4% | $4,027+42.3% |
| Admin fee / account holder | $430 | $5,708-92.5% | $8,124-94.7% | $5,403-92.1% |