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 | $118,751 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,324 | $84,487+138.3% | $125,339+60.6% | $66,914+200.9% |
| Participation rate | 96.4% | 76.4%+20.0pp | 82.4%+14.0pp | 69.8%+26.6pp |
| Annual return | -14.09% | -8.39%-5.7pp | 572.05%-586.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $4,141 | $3,553+16.5% | $4,814-14.0% | $2,544+62.7% |
| Participant deferral / active EE | $8,196 | $6,781+20.9% | $7,446+10.1% | $4,237+93.4% |
| Admin fee / account holder | $600 | $685-12.4% | $10,010-94.0% | $593+1.1% |