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 01-0233346 | Recordkeeping | $1,337 |
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 | $141,696 | $73,638+92.4% | $95,952+47.7% | $73,488+92.8% |
| Participation rate | 73.6% | 76.2%-2.5pp | 77.1%-3.4pp | 70.7%+3.0pp |
| Annual return | 13.99% | 16.78%-2.8pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $899 | $1,863-51.8% | $2,541-64.6% | $2,270-60.4% |
| Participant deferral / active EE | $3,000 | $3,617-17.1% | $4,167-28.0% | $3,740-19.8% |
| Admin fee / account holder | $878 | $482+82.2% | $6,795-87.1% | $513+71.2% |