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 58-2498531 | Recordkeeping | $5,770 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,329 | $85,202+125.7% | $172,739+11.3% | $72,985+163.5% |
| Participation rate | 98.9% | 70.1%+28.8pp | 82.6%+16.2pp | 69.5%+29.4pp |
| Annual return | 17.49% | 27.32%-9.8pp | 802.84%-785.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $6,569 | $3,324+97.6% | $5,143+27.7% | $2,440+169.2% |
| Participant deferral / active EE | $5,114 | $3,260+56.9% | $5,198-1.6% | $3,607+41.8% |
| Admin fee / account holder | $452 | $5,884-92.3% | $13,954-96.8% | $5,124-91.2% |