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 26 · EIN 13-2638166 | Advisory (Participants) | $32,788 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,604 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,816 | $79,171-13.1% | $102,423-32.8% | $74,495-7.6% |
| Participation rate | 84.4% | 74.8%+9.6pp | 76.5%+7.9pp | 67.2%+17.2pp |
| Annual return | 13.67% | 54.93%-41.3pp | 29.32%-15.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $4,552 | $2,362+92.7% | $3,023+50.6% | $2,623+73.5% |
| Participant deferral / active EE | $3,706 | $4,415-16.1% | $5,053-26.7% | $4,346-14.7% |
| Admin fee / account holder | $568 | $2,001-71.6% | $9,451-94.0% | $1,942-70.7% |