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) | $95,824 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
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 | $172,147 | $77,660+121.7% | $109,143+57.7% | $79,386+116.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 18.77% | 23.44%-4.7pp | 25.75%-7.0pp | 116.85%-98.1pp |
| Employer contribution / active EE | $7,075 | $2,797+152.9% | $3,722+90.1% | $2,427+191.5% |
| Participant deferral / active EE | $5,747 | $3,518+63.4% | $4,653+23.5% | $4,046+42.0% |
| Admin fee / account holder | $1,060 | $732+44.7% | $6,752-84.3% | $626+69.2% |