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 16-1503696 | Recordkeeping | $89,676 |
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 | $172,916 | $91,407+89.2% | $135,903+27.2% | $71,457+142.0% |
| Participation rate | 97.1% | 75.7%+21.4pp | 81.9%+15.2pp | 67.9%+29.2pp |
| Annual return | 17.42% | 29.90%-12.5pp | 68.23%-50.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $3,914 | $3,703+5.7% | $4,856-19.4% | $2,588+51.3% |
| Participant deferral / active EE | $9,167 | $7,092+29.3% | $7,758+18.2% | $4,289+113.8% |
| Admin fee / account holder | $597 | $1,266-52.8% | $10,762-94.5% | $1,587-62.4% |