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 13-3689044 | Recordkeeping | $58,359 |
Service code 15 · EIN 27-0293282 | Recordkeeping | $11,260 |
ASSURANCE DIMENSIONS2 years Filed as: ASSURANCE DIMENSION Service code 10 · EIN 26-3429295 | Accounting | $10,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,755 | $76,050+10.1% | $96,544-13.2% | $71,457+17.2% |
| Participation rate | 77.3% | 74.4%+2.9pp | 76.0%+1.3pp | 67.9%+9.4pp |
| Annual return | 12.19% | 22.81%-10.6pp | 25.84%-13.7pp | 28.85%-16.7pp |
| Employer contribution / active EE | $2,553 | $2,244+13.8% | $2,965-13.9% | $2,588-1.3% |
| Participant deferral / active EE | $3,462 | $4,215-17.9% | $4,851-28.6% | $4,289-19.3% |
| Admin fee / account holder | $370 | $2,707-86.3% | $8,252-95.5% | $1,587-76.7% |