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 | $2,956 |
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 | $93,601 | $121,341-22.9% | $189,513-50.6% | $79,386+17.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 25.79% | 21.08%+4.7pp | 555.15%-529.4pp | 116.85%-91.1pp |
| Employer contribution / active EE | $5,255 | $3,915+34.2% | $6,162-14.7% | $2,427+116.5% |
| Participant deferral / active EE | $6,542 | $6,395+2.3% | $8,221-20.4% | $4,046+61.7% |
| Admin fee / account holder | $316 | $651-51.5% | $12,045-97.4% | $626-49.5% |