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 | $65,496 |
Filed as: RETIREMENT SOLUTIONS SPECIALIST Service code 15 · EIN 27-0293282 | Recordkeeping | $11,175 |
ASSURANCE DIMENSIONS3 years Filed as: ASSURANCE DIMENSION Service code 10 · EIN 26-3429295 | Accounting | $8,000 |
Service code 15 | Recordkeeping | $311 |
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 | $72,135 | $88,890-18.8% | $102,423-29.6% | $77,643-7.1% |
| Participation rate | 80.8% | 80.9%-0.1pp | 76.5%+4.3pp | 70.6%+10.2pp |
| Annual return | 9.28% | 24.98%-15.7pp | 29.32%-20.0pp | 31.24%-22.0pp |
| Employer contribution / active EE | $2,913 | $2,698+8.0% | $3,023-3.6% | $2,726+6.9% |
| Participant deferral / active EE | $3,819 | $5,145-25.8% | $5,053-24.4% | $4,647-17.8% |
| Admin fee / account holder | $375 | $235+59.1% | $9,451-96.0% | $430-13.0% |