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 | $3,166 |
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 | $167,377 | $52,953+216.1% | $172,739-3.1% | $65,185+156.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 17.06% | 30.12%-13.1pp | 802.84%-785.8pp | 29.38%-12.3pp |
| Employer contribution / active EE | $3,652 | $2,190+66.8% | $5,143-29.0% | $2,177+67.8% |
| Participant deferral / active EE | $6,783 | $2,471+174.6% | $5,198+30.5% | $3,514+93.1% |
| Admin fee / account holder | $775 | $472+64.1% | $13,954-94.4% | $847-8.6% |