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 13-3689044 | Recordkeeping | $33,798 |
Filed as: PURSHE KAPLAN & STERLING INVESTMENT Service code 22 · EIN 13-3749682 | Insurance Broker | $21,020 |
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 | $120,171 | $95,416+25.9% | $185,823-35.3% | $85,850+40.0% |
| Participation rate | 98.8% | 68.8%+30.0pp | 81.7%+17.1pp | 69.3%+29.5pp |
| Annual return | 14.62% | 23.59%-9.0pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $4,540 | $3,314+37.0% | $5,167-12.1% | $2,565+77.0% |
| Participant deferral / active EE | $5,425 | $3,423+58.5% | $5,568-2.6% | $3,952+37.3% |
| Admin fee / account holder | $347 | $7,213-95.2% | $16,237-97.9% | $6,260-94.5% |