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 15 · EIN 01-0233346 | Recordkeeping | $1,114 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,075 | $86,332+227.9% | $125,175+126.1% | $65,185+334.3% |
| Participation rate | 92.6% | 75.3%+17.3pp | 79.8%+12.9pp | 70.2%+22.4pp |
| Annual return | 23.05% | 27.43%-4.4pp | 43.79%-20.7pp | 29.38%-6.3pp |
| Employer contribution / active EE | $11,552 | $2,040+466.4% | $3,865+198.9% | $2,177+430.7% |
| Participant deferral / active EE | $4,464 | $3,537+26.2% | $4,937-9.6% | $3,514+27.1% |
| Admin fee / account holder | $1,239 | $609+103.3% | $9,702-87.2% | $847+46.2% |