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 27 · EIN 47-1873640 | Advisory (Plan) | $31,142 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,936 |
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 | $70,840 | $59,107+19.9% | $86,436-18.0% | $68,494+3.4% |
| Participation rate | 96.6% | 75.2%+21.3pp | 80.3%+16.3pp | 67.9%+28.7pp |
| Annual return | -14.14% | -0.23%-13.9pp | 4394.89%-4409.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $4,545 | $2,519+80.4% | $3,769+20.6% | $2,596+75.1% |
| Participant deferral / active EE | $10,347 | $5,901+75.3% | $6,952+48.8% | $4,027+156.9% |
| Admin fee / account holder | $554 | $5,637-90.2% | $6,731-91.8% | $5,403-89.7% |