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 | $58,964 |
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 | $127,416 | $84,936+50.0% | $111,297+14.5% | $79,386+60.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 21.97% | 17.45%+4.5pp | 54.65%-32.7pp | 116.85%-94.9pp |
| Employer contribution / active EE | $3,416 | $1,979+72.6% | $2,731+25.1% | $2,427+40.7% |
| Participant deferral / active EE | $5,268 | $3,888+35.5% | $4,487+17.4% | $4,046+30.2% |
| Admin fee / account holder | $385 | $537-28.3% | $7,964-95.2% | $626-38.5% |