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 46-4790922 | Advisory (Plan) | $44,475 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $16,537 |
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 | $126,746 | $59,805+111.9% | $79,550+59.3% | $68,494+85.0% |
| Participation rate | 96.9% | 61.1%+35.9pp | 69.5%+27.5pp | 67.9%+29.1pp |
| Annual return | -14.57% | -12.30%-2.3pp | 0.16%-14.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,737 | $1,505+81.8% | $2,413+13.4% | $2,596+5.4% |
| Participant deferral / active EE | $8,517 | $3,024+181.6% | $3,985+113.7% | $4,027+111.5% |
| Admin fee / account holder | $477 | $4,835-90.1% | $6,832-93.0% | $5,403-91.2% |