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 7-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 |
|---|---|---|
FINANCIAL TELESIS2+ years Service code 27 · EIN 68-0279977 | Advisory (Plan) | $32,943 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,875 |
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 | $68,149 | $74,089-8.0% | $133,980-49.1% | $55,167+23.5% |
| Participation rate | 96.4% | 84.3%+12.1pp | 87.1%+9.3pp | 69.0%+27.4pp |
| Annual return | 8.92% | 12.11%-3.2pp | 29.30%-20.4pp | 169.23%-160.3pp |
| Employer contribution / active EE | $3,720 | $3,064+21.4% | $5,211-28.6% | $1,963+89.5% |
| Participant deferral / active EE | $7,833 | $4,678+67.4% | $6,282+24.7% | $3,054+156.5% |
| Admin fee / account holder | $303 | $458-33.9% | $9,324-96.8% | $504-39.9% |