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 | $37,803 |
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 | $78,488 | $79,171-0.9% | $102,423-23.4% | $74,495+5.4% |
| Participation rate | 77.4% | 74.8%+2.6pp | 76.5%+0.9pp | 67.2%+10.2pp |
| Annual return | 12.58% | 54.93%-42.4pp | 29.32%-16.7pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,211 | $2,362-48.7% | $3,023-59.9% | $2,623-53.8% |
| Participant deferral / active EE | $3,037 | $4,415-31.2% | $5,053-39.9% | $4,346-30.1% |
| Admin fee / account holder | $371 | $2,001-81.5% | $9,451-96.1% | $1,942-80.9% |