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 62-1291257 | Recordkeeping | $103,814 |
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 | $208,454 | $80,753+158.1% | $136,294+52.9% | $62,292+234.6% |
| Participation rate | 95.6% | 73.5%+22.1pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 20.96% | 35.83%-14.9pp | 5155.94%-5135.0pp | 28.90%-7.9pp |
| Employer contribution / active EE | $4,135 | $2,884+43.4% | $4,695-11.9% | $2,042+102.5% |
| Participant deferral / active EE | $7,775 | $5,164+50.6% | $6,247+24.5% | $3,169+145.4% |
| Admin fee / account holder | $692 | $525+31.7% | $9,243-92.5% | $479+44.4% |