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 04-2675571 | Advisory (Plan) | $40,556 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,157 |
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 | $96,684 | $73,638+31.3% | $95,952+0.8% | $73,488+31.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 77.1%-2.1pp | 70.7%+4.3pp |
| Annual return | 11.68% | 16.78%-5.1pp | 91.61%-79.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,455 | $1,863-21.9% | $2,541-42.7% | $2,270-35.9% |
| Participant deferral / active EE | $4,351 | $3,617+20.3% | $4,167+4.4% | $3,740+16.4% |
| Admin fee / account holder | $454 | $482-5.7% | $6,795-93.3% | $513-11.4% |