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 13 · EIN 42-0127290 | Contract Administrator | $138,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,917 | $89,436+132.5% | $164,813+26.2% | $77,643+167.8% |
| Participation rate | 97.0% | 78.6%+18.4pp | 78.6%+18.4pp | 70.6%+26.5pp |
| Annual return | 14.81% | 28.83%-14.0pp | 69.93%-55.1pp | 31.24%-16.4pp |
| Employer contribution / active EE | $4,004 | $2,569+55.9% | $4,341-7.8% | $2,726+46.9% |
| Participant deferral / active EE | $7,882 | $4,897+61.0% | $6,031+30.7% | $4,647+69.6% |
| Admin fee / account holder | $474 | $339+39.6% | $12,690-96.3% | $430+10.1% |