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 | $2,478 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $305,480 | $52,953+476.9% | $172,739+76.8% | $65,185+368.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.99% | 30.12%-11.1pp | 802.84%-783.9pp | 29.38%-10.4pp |
| Employer contribution / active EE | $11,731 | $2,190+435.7% | $5,143+128.1% | $2,177+439.0% |
| Participant deferral / active EE | $7,531 | $2,471+204.8% | $5,198+44.9% | $3,514+114.3% |
| Admin fee / account holder | $1,518 | $472+221.8% | $13,954-89.1% | $847+79.2% |