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 04-2675571 | Advisory (Plan) | $12,853 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,671 | $69,362-67.3% | $101,248-77.6% | $73,488-69.1% |
| Participation rate | 76.9% | 68.4%+8.5pp | 75.8%+1.1pp | 70.7%+6.2pp |
| Annual return | 6.17% | 18.46%-12.3pp | 46.47%-40.3pp | 28.51%-22.3pp |
| Employer contribution / active EE | $968 | $2,628-63.2% | $3,660-73.5% | $2,270-57.3% |
| Participant deferral / active EE | $3,276 | $3,300-0.7% | $4,370-25.0% | $3,740-12.4% |
| Admin fee / account holder | $301 | $704-57.2% | $5,945-94.9% | $513-41.3% |