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 | $92,453 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $35,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,431 | $84,936+37.1% | $111,297+4.6% | $79,386+46.7% |
| Participation rate | 89.0% | 75.9%+13.1pp | 77.3%+11.7pp | 70.7%+18.3pp |
| Annual return | 12.53% | 17.45%-4.9pp | 54.65%-42.1pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,441 | $1,979-27.2% | $2,731-47.2% | $2,427-40.6% |
| Participant deferral / active EE | $5,305 | $3,888+36.4% | $4,487+18.2% | $4,046+31.1% |
| Admin fee / account holder | $580 | $537+8.0% | $7,964-92.7% | $626-7.4% |