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) | $21,688 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $975 |
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 | $47,202 | $69,362-31.9% | $101,248-53.4% | $73,488-35.8% |
| Participation rate | 90.9% | 68.4%+22.5pp | 75.8%+15.1pp | 70.7%+20.2pp |
| Annual return | 17.60% | 18.46%-0.9pp | 46.47%-28.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,557 | $2,628-2.7% | $3,660-30.1% | $2,270+12.6% |
| Participant deferral / active EE | $3,569 | $3,300+8.1% | $4,370-18.3% | $3,740-4.6% |
| Admin fee / account holder | $340 | $704-51.7% | $5,945-94.3% | $513-33.7% |