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 60 · EIN 04-2647786 | Sub-TA Fees | $2,244 |
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 | $59,701 | $87,733-32.0% | $106,548-44.0% | $85,850-30.5% |
| Participation rate | 78.4% | 71.9%+6.4pp | 76.1%+2.2pp | 69.3%+9.1pp |
| Annual return | 15.67% | 21.86%-6.2pp | 26.80%-11.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,534 | $2,073+70.5% | $2,819+25.4% | $2,565+37.8% |
| Participant deferral / active EE | $6,288 | $3,469+81.3% | $4,398+43.0% | $3,952+59.1% |
| Admin fee / account holder | $457 | $6,767-93.3% | $7,407-93.8% | $6,260-92.7% |