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 27 · EIN 27-2399928 | Advisory (Plan) | $39,414 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,472 | $66,302+53.0% | $110,238-8.0% | $56,287+80.3% |
| Participation rate | 92.4% | 74.9%+17.5pp | 79.8%+12.6pp | 69.9%+22.6pp |
| Annual return | -3.21% | -1.18%-2.0pp | 314.74%-318.0pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,728 | $2,047-15.6% | $3,826-54.8% | $2,111-18.1% |
| Participant deferral / active EE | $4,280 | $3,381+26.6% | $4,672-8.4% | $3,350+27.8% |
| Admin fee / account holder | $399 | $698-42.9% | $8,547-95.3% | $521-23.4% |