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 19 · EIN 51-0396365 | Securities Custodian | $82,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,314 | $65,322+116.3% | $70,449+100.6% | $73,488+92.3% |
| Participation rate | 91.8% | 77.0%+14.8pp | 75.1%+16.7pp | 70.7%+21.1pp |
| Annual return | 13.57% | 15.71%-2.1pp | 109.03%-95.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,998 | $2,460+21.9% | $2,737+9.5% | $2,270+32.0% |
| Participant deferral / active EE | $3,904 | $3,375+15.7% | $3,709+5.3% | $3,740+4.4% |
| Admin fee / account holder | $505 | $214+135.8% | $3,845-86.9% | $513-1.6% |