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 | $663 |
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.)
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 | $63,335 | $72,404-12.5% | $110,238-42.5% | $64,186-1.3% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | 8.78% | -6.29%+15.1pp | 314.74%-306.0pp | 7.63%+1.1pp |
| Employer contribution / active EE | $422 | $2,282-81.5% | $3,826-89.0% | $2,381-82.3% |
| Participant deferral / active EE | $3,081 | $3,469-11.2% | $4,672-34.0% | $3,470-11.2% |
| Admin fee / account holder | $518 | $5,664-90.9% | $8,547-93.9% | $4,888-89.4% |