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 48-1205033 | Recordkeeping | $56,321 |
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 | $110,774 | $93,182+18.9% | $146,665-24.5% | $79,386+39.5% |
| Participation rate | 75.9% | 76.4%-0.5pp | 80.1%-4.1pp | 70.7%+5.2pp |
| Annual return | 14.88% | 21.61%-6.7pp | 22.74%-7.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $2,617 | $2,420+8.1% | $4,136-36.7% | $2,427+7.8% |
| Participant deferral / active EE | $3,849 | $4,169-7.7% | $5,506-30.1% | $4,046-4.9% |
| Admin fee / account holder | $531 | $585-9.2% | $10,280-94.8% | $626-15.2% |