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) | $29,233 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,475 |
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 | $58,629 | $77,660-24.5% | $109,143-46.3% | $79,386-26.1% |
| Participation rate | 90.6% | 67.8%+22.8pp | 75.9%+14.7pp | 70.7%+19.9pp |
| Annual return | 12.10% | 23.44%-11.3pp | 25.75%-13.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $2,875 | $2,797+2.8% | $3,722-22.7% | $2,427+18.4% |
| Participant deferral / active EE | $4,152 | $3,518+18.0% | $4,653-10.8% | $4,046+2.6% |
| Admin fee / account holder | $429 | $732-41.5% | $6,752-93.7% | $626-31.6% |