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 12 · EIN 62-1291257 | Recordkeeping and information managem... | $53,980 |
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 | $56,039 | $61,156-8.4% | $185,823-69.8% | $79,386-29.4% |
| Participation rate | 87.9% | 66.6%+21.3pp | 81.7%+6.2pp | 70.7%+17.2pp |
| Annual return | 17.05% | 19.45%-2.4pp | 122.05%-105.0pp | 116.85%-99.8pp |
| Employer contribution / active EE | $1,529 | $2,321-34.1% | $5,167-70.4% | $2,427-37.0% |
| Participant deferral / active EE | $3,272 | $2,789+17.3% | $5,568-41.2% | $4,046-19.1% |
| Admin fee / account holder | $331 | $710-53.3% | $16,237-98.0% | $626-47.1% |