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 |
|---|---|---|
TYLER ASSOCIATES INC11+ years Service code 15 · EIN 04-2703421 | Recordkeeping | $0 |
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 | $120,330 | $84,556+42.3% | $116,228+3.5% | $74,304+61.9% |
| Participation rate | 74.9% | 66.0%+8.9pp | 74.6%+0.3pp | 60.3%+14.5pp |
| Annual return | 23.48% | 18.35%+5.1pp | 90.06%-66.6pp | 29.43%-5.9pp |
| Employer contribution / active EE | $2,340 | $2,168+7.9% | $2,994-21.9% | $2,241+4.4% |
| Participant deferral / active EE | $3,672 | $3,814-3.7% | $4,953-25.9% | $3,767-2.5% |
| Admin fee / account holder | $400 | $3,792-89.4% | $11,989-96.7% | $2,969-86.5% |