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) | $75,113 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $12,047 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,698 | $64,119+128.8% | $112,228+30.7% | $66,914+119.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -19.57% | -13.81%-5.8pp | 27.45%-47.0pp | 1.58%-21.2pp |
| Employer contribution / active EE | $10,491 | $3,005+249.1% | $3,635+188.6% | $2,544+312.4% |
| Participant deferral / active EE | $6,273 | $3,693+69.9% | $4,728+32.7% | $4,237+48.1% |
| Admin fee / account holder | $991 | $625+58.4% | $6,410-84.5% | $593+67.0% |