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 | $705 |
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 | $48,848 | $81,208-39.8% | $98,907-50.6% | $79,858-38.8% |
| Participation rate | 77.9% | 72.5%+5.4pp | 76.0%+1.9pp | 69.6%+8.3pp |
| Annual return | 16.60% | 60.99%-44.4pp | 196.43%-179.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,803 | $1,960+43.0% | $2,689+4.2% | $2,471+13.4% |
| Participant deferral / active EE | $4,776 | $3,265+46.3% | $4,244+12.5% | $3,740+27.7% |
| Admin fee / account holder | $417 | $6,013-93.1% | $6,642-93.7% | $5,306-92.1% |