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 35 · EIN 42-1235434 | Employee (plan sponsor) | $145,670 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,892 | $86,944+8.0% | $107,525-12.7% | $74,304+26.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 8.54% | 23.52%-15.0pp | 181.32%-172.8pp | 29.43%-20.9pp |
| Employer contribution / active EE | $2,745 | $2,757-0.4% | $3,754-26.9% | $2,241+22.5% |
| Participant deferral / active EE | $394 | $3,554-88.9% | $5,116-92.3% | $3,767-89.5% |
| Admin fee / account holder | $581 | $3,727-84.4% | $8,919-93.5% | $2,969-80.4% |