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 27 · EIN 43-1451524 | Advisory (Plan) | $43,391 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,611 |
RUBINBROWN LLP8 years Service code 10 · EIN 43-0765316 | Accounting | $11,800 |
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 | $117,090 | $82,978+41.1% | $129,995-9.9% | $71,457+63.9% |
| Participation rate | 95.5% | 74.1%+21.5pp | 78.5%+17.1pp | 67.9%+27.6pp |
| Annual return | 17.44% | 20.60%-3.2pp | -137.18%+154.6pp | 28.85%-11.4pp |
| Employer contribution / active EE | $3,000 | $2,622+14.4% | $4,320-30.6% | $2,588+15.9% |
| Participant deferral / active EE | $7,696 | $4,432+73.7% | $5,820+32.2% | $4,289+79.4% |
| Admin fee / account holder | $319 | $1,729-81.6% | $10,614-97.0% | $1,587-79.9% |