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 27 · EIN 61-1758632 | Advisory (Plan) | $60,898 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,416 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,329 | $99,957-31.6% | $149,696-54.4% | $73,488-7.0% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.5%+5.8pp | 70.7%+17.6pp |
| Annual return | 17.95% | 53.87%-35.9pp | 276.60%-258.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,332 | $3,191-58.2% | $4,644-71.3% | $2,270-41.3% |
| Participant deferral / active EE | $4,813 | $6,073-20.7% | $6,842-29.7% | $3,740+28.7% |
| Admin fee / account holder | $363 | $551-34.1% | $9,309-96.1% | $513-29.3% |