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 14 · EIN 04-2647786 | Plan Administrator | $94,578 |
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 | $89,101 | $85,515+4.2% | $112,040-20.5% | $67,986+31.1% |
| Participation rate | 98.2% | 68.2%+29.9pp | 76.5%+21.7pp | 57.2%+41.0pp |
| Annual return | 24.91% | 29.68%-4.8pp | 24.52%+0.4pp | 31.67%-6.8pp |
| Employer contribution / active EE | $3,199 | $2,191+46.0% | $2,954+8.3% | $2,019+58.5% |
| Participant deferral / active EE | $9,110 | $4,014+127.0% | $5,098+78.7% | $3,358+171.3% |
| Admin fee / account holder | $341 | $3,774-91.0% | $12,098-97.2% | $3,203-89.3% |