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 13-3689044 | Recordkeeping | $33,532 |
Service code 10 · EIN 95-4345526 | Accounting | $11,000 |
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 | $36,592 | $62,586-41.5% | $76,768-52.3% | $64,186-43.0% |
| Participation rate | 77.2% | 72.8%+4.4pp | 77.0%+0.2pp | 69.6%+7.6pp |
| Annual return | -4.04% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,832 | $1,8320% | $2,485-26.3% | $2,381-23.1% |
| Participant deferral / active EE | $3,776 | $3,145+20.1% | $3,852-2.0% | $3,470+8.8% |
| Admin fee / account holder | $409 | $4,667-91.2% | $6,675-93.9% | $4,888-91.6% |