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 | $87,050 |
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 | $242,262 | $99,957+142.4% | $149,696+61.8% | $73,488+229.7% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 14.18% | 53.87%-39.7pp | 276.60%-262.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,815 | $3,191+19.6% | $4,644-17.8% | $2,270+68.1% |
| Participant deferral / active EE | $7,032 | $6,073+15.8% | $6,842+2.8% | $3,740+88.0% |
| Admin fee / account holder | $570 | $551+3.4% | $9,309-93.9% | $513+11.0% |