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 | $55,307 |
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 | $92,506 | $86,655+6.8% | $119,609-22.7% | $66,914+38.2% |
| Participation rate | 76.4% | 75.6%+0.9pp | 79.3%-2.8pp | 69.8%+6.6pp |
| Annual return | -4.40% | -8.00%+3.6pp | -14.97%+10.6pp | 1.58%-6.0pp |
| Employer contribution / active EE | $2,911 | $2,536+14.8% | $4,232-31.2% | $2,544+14.4% |
| Participant deferral / active EE | $4,774 | $4,358+9.6% | $5,602-14.8% | $4,237+12.7% |
| Admin fee / account holder | $481 | $755-36.3% | $10,323-95.3% | $593-18.9% |