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 | $67,778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,128 | $82,664+39.3% | $125,339-8.1% | $68,494+68.1% |
| Participation rate | 93.9% | 75.0%+18.8pp | 82.4%+11.5pp | 67.9%+26.0pp |
| Annual return | -18.61% | -5.97%-12.6pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,297 | $3,381-2.5% | $4,814-31.5% | $2,596+27.0% |
| Participant deferral / active EE | $9,479 | $6,110+55.1% | $7,446+27.3% | $4,027+135.4% |
| Admin fee / account holder | $628 | $6,275-90.0% | $10,010-93.7% | $5,403-88.4% |