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 82-1364595 | Advisory (Plan) | $22,347 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,633 |
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 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 | $93,987 | $70,908+32.5% | $98,907-5.0% | $73,488+27.9% |
| Participation rate | 96.4% | 73.8%+22.6pp | 76.0%+20.4pp | 70.7%+25.7pp |
| Annual return | 6.00% | 34.17%-28.2pp | 196.43%-190.4pp | 28.51%-22.5pp |
| Employer contribution / active EE | $3,453 | $2,036+69.6% | $2,689+28.4% | $2,270+52.1% |
| Participant deferral / active EE | $6,030 | $3,500+72.3% | $4,244+42.1% | $3,740+61.3% |
| Admin fee / account holder | $313 | $535-41.5% | $6,642-95.3% | $513-39.0% |