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 37 · EIN 04-2647786 | Loan Processing | $26,316 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 · EIN 45-3176027 | Advisory (Plan) | $24,952 |
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 | $119,812 | $98,750+21.3% | $149,696-20.0% | $79,858+50.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.37% | 27.43%-12.1pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $6,256 | $3,216+94.5% | $4,644+34.7% | $2,471+153.2% |
| Participant deferral / active EE | $7,587 | $5,680+33.6% | $6,842+10.9% | $3,740+102.9% |
| Admin fee / account holder | $361 | $6,053-94.0% | $9,309-96.1% | $5,306-93.2% |