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) | $32,055 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,700 |
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 | $61,501 | $76,670-19.8% | $96,683-36.4% | $71,457-13.9% |
| Participation rate | 91.7% | 66.6%+25.2pp | 74.3%+17.4pp | 67.9%+23.8pp |
| Annual return | 17.70% | 48.29%-30.6pp | 35.69%-18.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,767 | $3,031+24.3% | $3,737+0.8% | $2,588+45.6% |
| Participant deferral / active EE | $5,525 | $3,771+46.5% | $4,878+13.3% | $4,289+28.8% |
| Admin fee / account holder | $364 | $2,028-82.1% | $6,730-94.6% | $1,587-77.1% |