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 |
|---|---|---|
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 200 PLAZA DR · SECAUCUS, NJ 070943607 | Accounting | $10,000 |
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 | $99,783 | $68,408+45.9% | $57,179+74.5% | $57,658+73.1% |
| Participation rate | 98.8% | 79.1%+19.6pp | 75.3%+23.4pp | 70.2%+28.5pp |
| Annual return | 8.97% | 8.51%+0.5pp | 14.59%-5.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $5,058 | $2,869+76.3% | $2,682+88.6% | $1,974+156.3% |
| Participant deferral / active EE | $2,605 | $2,903-10.3% | $3,096-15.9% | $3,061-14.9% |
| Admin fee / account holder | $496 | $70+612.3% | $3,139-84.2% | $95+424.9% |