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.)
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 | $118,363 | $87,870+34.7% | $113,168+4.6% | $74,304+59.3% |
| Participation rate | 70.4% | 70.7%-0.3pp | 76.6%-6.2pp | 60.3%+10.1pp |
| Annual return | 12.95% | 26.44%-13.5pp | 24.27%-11.3pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,241 | $2,277-1.6% | $2,975-24.7% | $2,2410% |
| Participant deferral / active EE | $3,002 | $4,241-29.2% | $5,107-41.2% | $3,767-20.3% |
| Admin fee / account holder | $463 | $3,368-86.2% | $12,068-96.2% | $2,969-84.4% |