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 13-3689044 | Recordkeeping | $27,756 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILEY LLP Service code 10 · EIN 45-0250958 | Accounting | $9,700 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,293 |
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 | $64,457 | $98,750-34.7% | $149,696-56.9% | $79,858-19.3% |
| Participation rate | 81.0% | 75.8%+5.2pp | 82.5%-1.5pp | 69.6%+11.3pp |
| Annual return | 17.62% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,268 | $3,216-29.5% | $4,644-51.2% | $2,471-8.2% |
| Participant deferral / active EE | $6,952 | $5,680+22.4% | $6,842+1.6% | $3,740+85.9% |
| Admin fee / account holder | $461 | $6,053-92.4% | $9,309-95.0% | $5,306-91.3% |