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 8-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 | $2,796 |
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 | $77,035 | $113,016-31.8% | $103,476-25.6% | $74,495+3.4% |
| Participation rate | 97.3% | 80.8%+16.5pp | 80.5%+16.7pp | 67.2%+30.1pp |
| Annual return | 19.76% | 23.24%-3.5pp | 23.90%-4.1pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $5,787 | $4,881+18.6% | $4,672+23.9% | $2,623+120.6% |
| Participant deferral / active EE | $9,321 | $7,279+28.0% | $6,623+40.7% | $4,346+114.5% |
| Admin fee / account holder | $782 | $1,709-54.3% | $9,413-91.7% | $1,942-59.7% |