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 82-1364595 | Advisory (Plan) | $58,619 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,668 |
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 | $217,484 | $123,793+75.7% | $177,821+22.3% | $79,858+172.3% |
| Participation rate | 95.7% | 84.7%+11.1pp | 87.7%+8.0pp | 69.6%+26.1pp |
| Annual return | 12.23% | 22.82%-10.6pp | 48.32%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $11,777 | $4,095+187.6% | $5,918+99.0% | $2,471+376.7% |
| Participant deferral / active EE | $7,592 | $5,956+27.5% | $7,714-1.6% | $3,740+103.0% |
| Admin fee / account holder | $457 | $7,243-93.7% | $12,427-96.3% | $5,306-91.4% |