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 | $84,454 | $48,576+73.9% | $169,463-50.2% | $56,287+50.0% |
| Participation rate | 74.1% | 65.8%+8.2pp | 77.8%-3.7pp | 69.9%+4.2pp |
| Annual return | -4.50% | -2.51%-2.0pp | 1.83%-6.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,818 | $1,559+16.6% | $4,159-56.3% | $2,111-13.9% |
| Participant deferral / active EE | $5,017 | $3,275+53.2% | $5,277-4.9% | $3,350+49.8% |
| Admin fee / account holder | $548 | $435+26.0% | $9,109-94.0% | $521+5.2% |