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 | $1,303 |
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 | $55,155 | $58,879-6.3% | $178,490-69.1% | $73,488-24.9% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 15.82% | 24.86%-9.0pp | 151.07%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,976 | $2,236-11.6% | $5,011-60.6% | $2,270-13.0% |
| Participant deferral / active EE | $2,677 | $2,567+4.3% | $5,202-48.5% | $3,740-28.4% |
| Admin fee / account holder | $336 | $400-16.2% | $13,984-97.6% | $513-34.6% |