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 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $25,911 |
Service code 16 · EIN 59-3331424 | Consulting | $6,203 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $92,560 | $71,192+30.0% | $117,854-21.5% | $62,292+48.6% |
| Participation rate | 82.1% | 74.2%+7.9pp | 79.7%+2.5pp | 69.5%+12.6pp |
| Annual return | 13.91% | 18.66%-4.7pp | 335.08%-321.2pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,433 | $1,934-25.9% | $3,786-62.2% | $2,042-29.8% |
| Participant deferral / active EE | $5,451 | $3,189+71.0% | $4,482+21.6% | $3,169+72.0% |
| Admin fee / account holder | $312 | $587-46.9% | $8,020-96.1% | $479-35.0% |