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 9-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 | $0 |
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 | $56,580 | $99,957-43.4% | $149,696-62.2% | $73,488-23.0% |
| Participation rate | 84.3% | 75.7%+8.6pp | 82.5%+1.8pp | 70.7%+13.6pp |
| Annual return | 14.66% | 53.87%-39.2pp | 276.60%-261.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,959 | $3,191-38.6% | $4,644-57.8% | $2,270-13.7% |
| Participant deferral / active EE | $3,923 | $6,073-35.4% | $6,842-42.7% | $3,740+4.9% |
| Admin fee / account holder | $407 | $551-26.0% | $9,309-95.6% | $513-20.6% |