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 5-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 64 · EIN 71-0294708 | Recordkeeping Fees | $77,990 |
Service code 99 · EIN 61-1758632 | Other Fees | $37,225 |
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 | $43,035 | $91,407-52.9% | $135,903-68.3% | $71,457-39.8% |
| Participation rate | 94.8% | 75.7%+19.2pp | 81.9%+12.9pp | 67.9%+26.9pp |
| Annual return | 15.77% | 29.90%-14.1pp | 68.23%-52.5pp | 28.85%-13.1pp |
| Employer contribution / active EE | $3,063 | $3,703-17.3% | $4,856-36.9% | $2,588+18.4% |
| Participant deferral / active EE | $10,570 | $7,092+49.0% | $7,758+36.2% | $4,289+146.4% |
| Admin fee / account holder | $321 | $1,266-74.6% | $10,762-97.0% | $1,587-79.8% |