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 | $80,501 |
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 | $137,710 | $101,317+35.9% | $146,958-6.3% | $74,495+84.9% |
| Participation rate | 73.2% | 75.5%-2.4pp | 82.2%-9.0pp | 67.2%+6.0pp |
| Annual return | 13.96% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $4,461 | $3,810+17.1% | $4,933-9.6% | $2,623+70.1% |
| Participant deferral / active EE | $10,272 | $7,303+40.6% | $8,070+27.3% | $4,346+136.4% |
| Admin fee / account holder | $588 | $1,739-66.2% | $12,998-95.5% | $1,942-69.7% |