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 01-0233346 | Recordkeeping | $1,399 |
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 | $60,872 | $63,114-3.6% | $92,893-34.5% | $65,185-6.6% |
| Participation rate | 73.9% | 68.8%+5.2pp | 76.0%-2.1pp | 70.2%+3.7pp |
| Annual return | 21.07% | 28.75%-7.7pp | 109.41%-88.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $2,102 | $2,571-18.2% | $3,653-42.5% | $2,177-3.4% |
| Participant deferral / active EE | $3,269 | $3,108+5.2% | $4,236-22.8% | $3,514-7.0% |
| Admin fee / account holder | $454 | $624-27.2% | $5,794-92.2% | $847-46.4% |