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 5-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 | $5,721 |
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 | $57,610 | $101,317-43.1% | $146,958-60.8% | $74,495-22.7% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.2%+3.6pp | 67.2%+18.5pp |
| Annual return | 14.36% | 8730.91%-8716.5pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,590 | $3,810-5.8% | $4,933-27.2% | $2,623+36.9% |
| Participant deferral / active EE | $8,058 | $7,303+10.3% | $8,070-0.1% | $4,346+85.4% |
| Admin fee / account holder | $313 | $1,739-82.0% | $12,998-97.6% | $1,942-83.9% |