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 | $49,241 |
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 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 | $104,026 | $73,638+41.3% | $95,952+8.4% | $73,488+41.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 10.65% | 16.78%-6.1pp | 91.61%-81.0pp | 28.51%-17.9pp |
| Employer contribution / active EE | $2,933 | $1,863+57.4% | $2,541+15.4% | $2,270+29.2% |
| Participant deferral / active EE | $4,895 | $3,617+35.3% | $4,167+17.5% | $3,740+30.9% |
| Admin fee / account holder | $308 | $482-36.2% | $6,795-95.5% | $513-40.0% |