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) | $84,799 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,450 |
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 | $188,353 | $80,724+133.3% | $103,333+82.3% | $74,495+152.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 23.10% | 27.56%-4.5pp | 24.88%-1.8pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $13,475 | $3,157+326.8% | $3,868+248.4% | $2,623+413.7% |
| Participant deferral / active EE | $6,942 | $3,860+79.8% | $5,057+37.3% | $4,346+59.8% |
| Admin fee / account holder | $943 | $2,368-60.2% | $8,355-88.7% | $1,942-51.5% |