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 | $1,896 |
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 | $42,633 | $76,367-44.2% | $93,606-54.5% | $72,985-41.6% |
| Participation rate | 81.5% | 71.7%+9.7pp | 75.8%+5.7pp | 69.5%+12.0pp |
| Annual return | 23.83% | 25.82%-2.0pp | 32.76%-8.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,851 | $2,275+25.3% | $2,718+4.9% | $2,440+16.9% |
| Participant deferral / active EE | $5,194 | $3,538+46.8% | $4,069+27.7% | $3,607+44.0% |
| Admin fee / account holder | $395 | $6,838-94.2% | $7,888-95.0% | $5,124-92.3% |