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 64 · EIN 04-2647786 | Recordkeeping Fees | $41,938 |
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 | $163,547 | $69,848+134.1% | $115,756+41.3% | $66,914+144.4% |
| Participation rate | 94.6% | 70.6%+24.0pp | 77.1%+17.5pp | 69.8%+24.8pp |
| Annual return | -15.31% | 969.66%-985.0pp | 143.14%-158.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $3,322 | $2,613+27.1% | $3,793-12.4% | $2,544+30.6% |
| Participant deferral / active EE | $6,916 | $4,274+61.8% | $6,254+10.6% | $4,237+63.2% |
| Admin fee / account holder | $302 | $337-10.5% | $8,124-96.3% | $593-49.1% |