Filed October 31, 2024
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 04-2647786 | Advisory (Plan) | $80,044 |
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 | $169,638 | $130,194+30.3% | $169,993-0.2% | $71,457+137.4% |
| Participation rate | 98.5% | 86.1%+12.3pp | 87.0%+11.5pp | 67.9%+30.5pp |
| Annual return | 13.61% | 20.37%-6.8pp | 53.37%-39.8pp | 28.85%-15.2pp |
| Employer contribution / active EE | $2,496 | $4,381-43.0% | $6,785-63.2% | $2,588-3.5% |
| Participant deferral / active EE | $9,749 | $6,923+40.8% | $10,408-6.3% | $4,289+127.3% |
| Admin fee / account holder | $584 | $966-39.5% | $12,815-95.4% | $1,587-63.2% |