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 43-1451524 | Advisory (Plan) | $36,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,786 |
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 | $130,758 | $73,638+77.6% | $95,952+36.3% | $73,488+77.9% |
| Participation rate | 95.2% | 76.2%+19.0pp | 77.1%+18.1pp | 70.7%+24.5pp |
| Annual return | 14.34% | 16.78%-2.4pp | 91.61%-77.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,833 | $1,863+52.1% | $2,541+11.5% | $2,270+24.8% |
| Participant deferral / active EE | $4,001 | $3,617+10.6% | $4,167-4.0% | $3,740+7.0% |
| Admin fee / account holder | $307 | $482-36.2% | $6,795-95.5% | $513-40.1% |