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 | $272 |
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 | $102,502 | $72,177+42.0% | $115,037-10.9% | $59,632+71.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.37% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $7,147 | $2,841+151.5% | $4,608+55.1% | $2,203+224.5% |
| Participant deferral / active EE | $6,032 | $4,783+26.1% | $6,026+0.1% | $3,192+89.0% |
| Admin fee / account holder | $1,003 | $4,927-79.6% | $8,175-87.7% | $4,297-76.7% |