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 12 · EIN 23-3038464 | Claims processing; Contract Administr... | $62,869 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,342 | $98,982-27.9% | $162,163-56.0% | $65,185+9.4% |
| Participation rate | 80.4% | 85.8%-5.4pp | 87.6%-7.2pp | 70.2%+10.2pp |
| Annual return | 22.85% | 24.84%-2.0pp | 115.59%-92.7pp | 29.38%-6.5pp |
| Employer contribution / active EE | $453 | $3,467-86.9% | $5,614-91.9% | $2,177-79.2% |
| Participant deferral / active EE | $3,721 | $5,384-30.9% | $7,298-49.0% | $3,514+5.9% |
| Admin fee / account holder | $411 | $596-31.1% | $10,843-96.2% | $847-51.5% |