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 | $794 |
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 | $97,183 | $63,114+54.0% | $92,893+4.6% | $65,185+49.1% |
| Participation rate | 98.3% | 68.8%+29.5pp | 76.0%+22.3pp | 70.2%+28.1pp |
| Annual return | 27.37% | 28.75%-1.4pp | 109.41%-82.0pp | 29.38%-2.0pp |
| Employer contribution / active EE | $2,370 | $2,571-7.8% | $3,653-35.1% | $2,177+8.9% |
| Participant deferral / active EE | $6,928 | $3,108+122.9% | $4,236+63.5% | $3,514+97.2% |
| Admin fee / account holder | $477 | $624-23.4% | $5,794-91.8% | $847-43.6% |