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 | $62,473 |
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 | $83,268 | $65,435+27.3% | $86,677-3.9% | $66,914+24.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -17.45% | -10.89%-6.6pp | 35.91%-53.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $3,148 | $2,153+46.2% | $2,836+11.0% | $2,544+23.7% |
| Participant deferral / active EE | $5,121 | $4,100+24.9% | $4,656+10.0% | $4,237+20.9% |
| Admin fee / account holder | $388 | $642-39.5% | $7,493-94.8% | $593-34.6% |