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 30-0219031 | Recordkeeping | $44,546 |
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 | $99,586 | $81,474+22.2% | $133,956-25.7% | $73,488+35.5% |
| Participation rate | 97.1% | 76.4%+20.7pp | 79.8%+17.2pp | 70.7%+26.4pp |
| Annual return | 25.24% | 19.40%+5.8pp | 45.09%-19.8pp | 28.51%-3.3pp |
| Employer contribution / active EE | $1,465 | $2,209-33.7% | $3,919-62.6% | $2,270-35.5% |
| Participant deferral / active EE | $6,127 | $3,786+61.8% | $5,048+21.4% | $3,740+63.8% |
| Admin fee / account holder | $368 | $713-48.4% | $8,927-95.9% | $513-28.2% |