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 | $116,071 |
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 | $231,134 | $91,407+152.9% | $135,903+70.1% | $71,457+223.5% |
| Participation rate | 93.0% | 75.7%+17.3pp | 81.9%+11.1pp | 67.9%+25.0pp |
| Annual return | 17.50% | 29.90%-12.4pp | 68.23%-50.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $4,313 | $3,703+16.4% | $4,856-11.2% | $2,588+66.7% |
| Participant deferral / active EE | $7,869 | $7,092+11.0% | $7,758+1.4% | $4,289+83.5% |
| Admin fee / account holder | $577 | $1,266-54.4% | $10,762-94.6% | $1,587-63.6% |