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 13 · EIN 42-0127290 | Contract Administrator | $2,528 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $194 |
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 | $85,309 | $52,953+61.1% | $172,739-50.6% | $65,185+30.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 17.28% | 30.12%-12.8pp | 802.84%-785.6pp | 29.38%-12.1pp |
| Employer contribution / active EE | $8,871 | $2,190+305.1% | $5,143+72.5% | $2,177+307.5% |
| Participant deferral / active EE | $4,661 | $2,471+88.7% | $5,198-10.3% | $3,514+32.7% |
| Admin fee / account holder | $842 | $472+78.5% | $13,954-94.0% | $847-0.5% |