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 01-0233346 | Recordkeeping | $0 |
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 | $27,700 | $61,660-55.1% | $80,019-65.4% | $64,186-56.8% |
| Participation rate | 76.4% | 71.7%+4.7pp | 75.8%+0.6pp | 69.6%+6.8pp |
| Annual return | -6.65% | -0.33%-6.3pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,679 | $1,810+48.0% | $2,468+8.5% | $2,381+12.5% |
| Participant deferral / active EE | $4,681 | $2,968+57.7% | $3,686+27.0% | $3,470+34.9% |
| Admin fee / account holder | $448 | $5,417-91.7% | $6,521-93.1% | $4,888-90.8% |