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 60 · EIN 04-2647786 | Sub-TA Fees | $17,995 |
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 | $83,733 | $100,923-17.0% | $150,045-44.2% | $74,304+12.7% |
| Participation rate | 89.2% | 70.1%+19.1pp | 82.3%+6.8pp | 60.3%+28.8pp |
| Annual return | 19.04% | 51.77%-32.7pp | 62.55%-43.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $5,055 | $3,463+46.0% | $4,693+7.7% | $2,241+125.6% |
| Participant deferral / active EE | $10,674 | $6,709+59.1% | $7,997+33.5% | $3,767+183.3% |
| Admin fee / account holder | $346 | $2,767-87.5% | $13,435-97.4% | $2,969-88.3% |