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 15 · EIN 01-0233346 | Recordkeeping | $300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $51,441 | $71,192-27.7% | $117,854-56.4% | $62,292-17.4% |
| Participation rate | 90.7% | 74.2%+16.4pp | 79.7%+11.0pp | 69.5%+21.1pp |
| Annual return | 11.69% | 18.66%-7.0pp | 335.08%-323.4pp | 28.90%-17.2pp |
| Employer contribution / active EE | $416 | $1,934-78.5% | $3,786-89.0% | $2,042-79.6% |
| Participant deferral / active EE | $2,613 | $3,189-18.0% | $4,482-41.7% | $3,169-17.5% |
| Admin fee / account holder | $416 | $587-29.2% | $8,020-94.8% | $479-13.2% |