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 | $97,558 |
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 | $187,520 | $73,102+156.5% | $123,544+51.8% | $56,287+233.2% |
| Participation rate | 96.0% | 74.3%+21.7pp | 82.3%+13.7pp | 69.9%+26.1pp |
| Annual return | -4.04% | 3.01%-7.0pp | 119.20%-123.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $3,664 | $2,977+23.1% | $4,628-20.8% | $2,111+73.6% |
| Participant deferral / active EE | $6,605 | $5,423+21.8% | $6,426+2.8% | $3,350+97.2% |
| Admin fee / account holder | $614 | $554+10.8% | $9,284-93.4% | $521+17.8% |