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 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 | $98,131 | $52,639+86.4% | $185,117-47.0% | $62,292+57.5% |
| Participation rate | 75.0% | 63.9%+11.1pp | 77.3%-2.3pp | 69.5%+5.5pp |
| Annual return | 15.40% | 19.57%-4.2pp | 40.50%-25.1pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,740 | $1,483+17.3% | $4,182-58.4% | $2,042-14.8% |
| Participant deferral / active EE | $4,834 | $3,097+56.1% | $5,045-4.2% | $3,169+52.6% |
| Admin fee / account holder | $528 | $374+41.3% | $8,159-93.5% | $479+10.1% |