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 | $59,209 |
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 | $114,862 | $82,978+38.4% | $129,995-11.6% | $71,457+60.7% |
| Participation rate | 79.5% | 74.1%+5.4pp | 78.5%+1.0pp | 67.9%+11.5pp |
| Annual return | 15.11% | 20.60%-5.5pp | -137.18%+152.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,530 | $2,622+34.6% | $4,320-18.3% | $2,588+36.4% |
| Participant deferral / active EE | $5,781 | $4,432+30.4% | $5,820-0.7% | $4,289+34.8% |
| Admin fee / account holder | $538 | $1,729-68.9% | $10,614-94.9% | $1,587-66.1% |