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 | $3,027 |
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 | $119,300 | $59,328+101.1% | $118,925+0.3% | $73,488+62.3% |
| Participation rate | 70.1% | 62.3%+7.8pp | 75.4%-5.3pp | 70.7%-0.6pp |
| Annual return | 14.13% | 19.13%-5.0pp | 35.88%-21.8pp | 28.51%-14.4pp |
| Employer contribution / active EE | $998 | $1,803-44.7% | $3,263-69.4% | $2,270-56.0% |
| Participant deferral / active EE | $4,293 | $2,604+64.9% | $4,265+0.7% | $3,740+14.8% |
| Admin fee / account holder | $428 | $600-28.7% | $6,581-93.5% | $513-16.6% |