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 47-1471217 | Advisory (Participants) | $69,186 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
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 | $144,519 | $63,114+129.0% | $92,893+55.6% | $65,185+121.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 2.84% | 28.75%-25.9pp | 109.41%-106.6pp | 29.38%-26.5pp |
| Employer contribution / active EE | $5,728 | $2,571+122.8% | $3,653+56.8% | $2,177+163.2% |
| Participant deferral / active EE | $5,898 | $3,108+89.7% | $4,236+39.2% | $3,514+67.8% |
| Admin fee / account holder | $992 | $624+59.0% | $5,794-82.9% | $847+17.1% |