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 | $125 |
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 | $128,759 | $305,925-57.9% | $178,490-27.9% | - |
| Participation rate | 100.0% | 64.3%+35.7pp | 81.9%+18.1pp | - |
| Annual return | 10.95% | 10.58%+0.4pp | 151.07%-140.1pp | - |
| Employer contribution / active EE | $4,791 | $2,545+88.2% | $5,011-4.4% | - |
| Participant deferral / active EE | $3,795 | $2,511+51.1% | $5,202-27.0% | - |
| Admin fee / account holder | $616 | $21,071-97.1% | $13,984-95.6% | - |