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 26 · EIN 27-2388726 | Advisory (Participants) | $16,957 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,103 | $55,449-31.3% | $83,848-54.6% | $56,287-32.3% |
| Participation rate | 89.4% | 68.0%+21.4pp | 76.1%+13.2pp | 69.9%+19.5pp |
| Annual return | -8.32% | -1.38%-6.9pp | 850.88%-859.2pp | -9.96%+1.6pp |
| Employer contribution / active EE | $2,281 | $2,430-6.1% | $3,631-37.2% | $2,111+8.1% |
| Participant deferral / active EE | $3,244 | $2,935+10.5% | $4,082-20.5% | $3,350-3.2% |
| Admin fee / account holder | $362 | $656-44.7% | $5,478-93.4% | $521-30.4% |