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 | $137,319 |
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 | $247,742 | $100,923+145.5% | $150,045+65.1% | $74,304+233.4% |
| Participation rate | 99.2% | 70.1%+29.1pp | 82.3%+16.9pp | 60.3%+38.9pp |
| Annual return | 17.75% | 51.77%-34.0pp | 62.55%-44.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $4,236 | $3,463+22.3% | $4,693-9.7% | $2,241+89.0% |
| Participant deferral / active EE | $9,878 | $6,709+47.2% | $7,997+23.5% | $3,767+162.2% |
| Admin fee / account holder | $1,084 | $2,767-60.8% | $13,435-91.9% | $2,969-63.5% |