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 04-2675571 | Advisory (Participants) | $82,092 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $675 |
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 | $170,344 | $76,670+122.2% | $96,683+76.2% | $71,457+138.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 13.02% | 48.29%-35.3pp | 35.69%-22.7pp | 28.85%-15.8pp |
| Employer contribution / active EE | $14,618 | $3,031+382.2% | $3,737+291.2% | $2,588+464.9% |
| Participant deferral / active EE | $6,728 | $3,771+78.4% | $4,878+37.9% | $4,289+56.9% |
| Admin fee / account holder | $937 | $2,028-53.8% | $6,730-86.1% | $1,587-41.0% |