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 72-0343760 | Advisory (Plan) | $102,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,646 | $85,766+254.0% | $136,294+122.8% | $70,131+333.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.05% | 31.45%-23.4pp | 5155.94%-5147.9pp | 73.14%-65.1pp |
| Employer contribution / active EE | $3,804 | $2,966+28.2% | $4,695-19.0% | $2,342+62.4% |
| Participant deferral / active EE | $7,646 | $5,051+51.4% | $6,247+22.4% | $3,332+129.5% |
| Admin fee / account holder | $896 | $5,420-83.5% | $9,243-90.3% | $4,645-80.7% |