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 | $87,870+1.4% | $113,168-21.3% | $74,304+19.9% |
| Participation rate | 98.2% | 70.7%+27.4pp | 76.6%+21.6pp | 60.3%+37.8pp |
| Annual return | 24.91% | 26.44%-1.5pp | 24.27%+0.6pp | 29.43%-4.5pp |
| Employer contribution / active EE | $3,199 | $2,277+40.5% | $2,975+7.5% | $2,241+42.7% |
| Participant deferral / active EE | $9,110 | $4,241+114.8% | $5,107+78.4% | $3,767+141.8% |
| Admin fee / account holder | $341 | $3,368-89.9% | $12,068-97.2% | $2,969-88.5% |