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 | $2,886 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,545 | $54,590-33.1% | $81,930-55.4% | $73,488-50.3% |
| Participation rate | 81.7% | 68.3%+13.4pp | 72.0%+9.7pp | 70.7%+11.0pp |
| Annual return | 9.60% | 17.74%-8.1pp | 29.49%-19.9pp | 28.51%-18.9pp |
| Employer contribution / active EE | $1,076 | $1,636-34.2% | $4,310-75.0% | $2,270-52.6% |
| Participant deferral / active EE | $2,049 | $2,759-25.7% | $7,107-71.2% | $3,740-45.2% |
| Admin fee / account holder | $310 | $592-47.6% | $5,158-94.0% | $513-39.6% |