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 01-0233346 | Recordkeeping | $1,567 |
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 | $83,023 | $86,332-3.8% | $125,175-33.7% | $65,185+27.4% |
| Participation rate | 94.4% | 75.3%+19.1pp | 79.8%+14.7pp | 70.2%+24.2pp |
| Annual return | 22.02% | 27.43%-5.4pp | 43.79%-21.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,505 | $2,040-26.2% | $3,865-61.1% | $2,177-30.8% |
| Participant deferral / active EE | $3,821 | $3,537+8.0% | $4,937-22.6% | $3,514+8.8% |
| Admin fee / account holder | $428 | $609-29.7% | $9,702-95.6% | $847-49.4% |