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 | $48,700 |
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 | $123,987 | $88,083+40.8% | $164,813-24.8% | $74,495+66.4% |
| Participation rate | 73.6% | 73.0%+0.6pp | 78.6%-5.0pp | 67.2%+6.4pp |
| Annual return | 15.45% | 17.26%-1.8pp | 69.93%-54.5pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,964 | $2,593+14.3% | $4,341-31.7% | $2,623+13.0% |
| Participant deferral / active EE | $5,228 | $4,498+16.2% | $6,031-13.3% | $4,346+20.3% |
| Admin fee / account holder | $443 | $2,234-80.2% | $12,690-96.5% | $1,942-77.2% |