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 48-1205033 | Recordkeeping | $32,868 |
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 | $72,622 | $76,050-4.5% | $96,544-24.8% | $71,457+1.6% |
| Participation rate | 75.4% | 74.4%+1.0pp | 76.0%-0.5pp | 67.9%+7.5pp |
| Annual return | 16.75% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,268 | $2,244-43.5% | $2,965-57.2% | $2,588-51.0% |
| Participant deferral / active EE | $3,122 | $4,215-25.9% | $4,851-35.6% | $4,289-27.2% |
| Admin fee / account holder | $316 | $2,707-88.3% | $8,252-96.2% | $1,587-80.1% |