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 | $3,182 |
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 | $74,815 | $89,436-16.3% | $164,813-54.6% | $77,643-3.6% |
| Participation rate | 83.8% | 78.6%+5.1pp | 78.6%+5.2pp | 70.6%+13.2pp |
| Annual return | 11.37% | 28.83%-17.5pp | 69.93%-58.6pp | 31.24%-19.9pp |
| Employer contribution / active EE | $2,706 | $2,569+5.3% | $4,341-37.7% | $2,726-0.7% |
| Participant deferral / active EE | $5,840 | $4,897+19.3% | $6,031-3.2% | $4,647+25.7% |
| Admin fee / account holder | $323 | $339-4.9% | $12,690-97.5% | $430-25.0% |