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 59-2937883 | Advisory (Plan) | $35,911 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,734 |
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 | $118,363 | $85,515+38.4% | $112,040+5.6% | $67,986+74.1% |
| Participation rate | 70.4% | 68.2%+2.2pp | 76.5%-6.1pp | 57.2%+13.2pp |
| Annual return | 12.95% | 29.68%-16.7pp | 24.52%-11.6pp | 31.67%-18.7pp |
| Employer contribution / active EE | $2,241 | $2,191+2.3% | $2,954-24.1% | $2,019+11.0% |
| Participant deferral / active EE | $3,002 | $4,014-25.2% | $5,098-41.1% | $3,358-10.6% |
| Admin fee / account holder | $463 | $3,774-87.7% | $12,098-96.2% | $3,203-85.5% |