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 | $2,052 |
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.
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 | $63,938 | $49,138+30.1% | $84,015-23.9% | $65,185-1.9% |
| Participation rate | 70.3% | 60.7%+9.6pp | 69.0%+1.3pp | 70.2%+0.1pp |
| Annual return | 17.60% | 23.00%-5.4pp | 71.31%-53.7pp | 29.38%-11.8pp |
| Employer contribution / active EE | $479 | $914-47.6% | $1,983-75.9% | $2,177-78.0% |
| Participant deferral / active EE | $3,377 | $2,397+40.9% | $3,239+4.3% | $3,514-3.9% |
| Admin fee / account holder | $442 | $543-18.7% | $6,101-92.8% | $847-47.8% |