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 27 · EIN 59-2937883 | Advisory (Plan) | $51,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,303 |
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 | $98,217 | $80,753+21.6% | $136,294-27.9% | $62,292+57.7% |
| Participation rate | 94.6% | 73.5%+21.1pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 20.46% | 35.83%-15.4pp | 5155.94%-5135.5pp | 28.90%-8.4pp |
| Employer contribution / active EE | $928 | $2,884-67.8% | $4,695-80.2% | $2,042-54.6% |
| Participant deferral / active EE | $6,472 | $5,164+25.3% | $6,247+3.6% | $3,169+104.2% |
| Admin fee / account holder | $305 | $525-41.9% | $9,243-96.7% | $479-36.3% |