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 | $118,339 |
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 | $214,043 | $101,317+111.3% | $146,958+45.6% | $74,495+187.3% |
| Participation rate | 97.7% | 75.5%+22.2pp | 82.2%+15.6pp | 67.2%+30.5pp |
| Annual return | 14.02% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,136 | $3,810+8.6% | $4,933-16.1% | $2,623+57.7% |
| Participant deferral / active EE | $9,594 | $7,303+31.4% | $8,070+18.9% | $4,346+120.8% |
| Admin fee / account holder | $767 | $1,739-55.9% | $12,998-94.1% | $1,942-60.5% |