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 | $80,988 |
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 | $80,292 | $59,186+35.7% | $76,768+4.6% | $56,287+42.6% |
| Participation rate | 94.4% | 75.2%+19.2pp | 77.0%+17.5pp | 69.9%+24.6pp |
| Annual return | -3.79% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $3,497 | $1,759+98.8% | $2,485+40.7% | $2,111+65.6% |
| Participant deferral / active EE | $5,199 | $3,255+59.7% | $3,852+35.0% | $3,350+55.2% |
| Admin fee / account holder | $368 | $489-24.7% | $6,675-94.5% | $521-29.3% |