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 LLP3+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 200 PLAZA DR · SECAUCUS, NJ 070943607 | Accounting | $16,465 |
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 | $112,409 | $74,552+50.8% | $62,995+78.4% | $69,631+61.4% |
| Participation rate | 98.6% | 78.3%+20.4pp | 74.8%+23.8pp | 70.7%+28.0pp |
| Annual return | 14.31% | 15.77%-1.5pp | 87.57%-73.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $5,732 | $2,929+95.7% | $2,759+107.8% | $2,032+182.1% |
| Participant deferral / active EE | $3,090 | $2,974+3.9% | $3,329-7.2% | $3,224-4.2% |
| Admin fee / account holder | $525 | $59+783.3% | $3,600-85.4% | $110+375.2% |