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 26-0058143 | Advisory (Plan) | $33,668 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $19,354 |
ADKF1 year Service code 10 · EIN 74-2606559 | Accounting | $12,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,859 | $27,839+39.6% | $58,482-33.6% | $71,457-45.6% |
| Participation rate | 83.6% | 34.5%+49.0pp | 50.9%+32.7pp | 67.9%+15.6pp |
| Annual return | 13.28% | 26.81%-13.5pp | 4239.32%-4226.0pp | 28.85%-15.6pp |
| Employer contribution / active EE | $2,213 | $631+250.9% | $1,053+110.1% | $2,588-14.5% |
| Participant deferral / active EE | $1,359 | $1,206+12.7% | $1,924-29.4% | $4,289-68.3% |
| Admin fee / account holder | $446 | $1,641-72.8% | $2,516-82.3% | $1,587-71.9% |