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 51-6129775 | Advisory (Plan) | $292,185 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $64,805 |
Service code 14 · EIN 13-6106830 | Plan Administrator | $45,156 |
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 | $55,759 | $66,601-16.3% | $92,893-40.0% | $67,579-17.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 16.17% | 92.58%-76.4pp | 109.41%-93.2pp | 378.56%-362.4pp |
| Employer contribution / active EE | $7,560 | $2,775+172.4% | $3,653+107.0% | $2,148+252.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $423 | $199+112.4% | $5,794-92.7% | $142+197.0% |