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 26 · EIN 93-1249395 | Advisory (Participants) | $40,902 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,724 | $50,464+99.6% | $75,781+32.9% | $52,331+92.5% |
| Participation rate | 96.3% | 66.8%+29.5pp | 75.8%+20.5pp | 68.1%+28.2pp |
| Annual return | -3.95% | 1.03%-5.0pp | 9.68%-13.6pp | 4.54%-8.5pp |
| Employer contribution / active EE | $8,333 | $1,988+319.1% | $3,323+150.8% | $1,882+342.9% |
| Participant deferral / active EE | $5,964 | $2,570+132.0% | $3,651+63.3% | $3,022+97.3% |
| Admin fee / account holder | $440 | $1,103-60.1% | $5,299-91.7% | $592-25.7% |