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 10 · EIN 51-0232399 1011 CENTRE RD., SUITE 310 · WILMINGTON, DE 19805 | Accounting | $50,250 |
Filed as: SECURITY ADMINISTRATORS,INC. Service code 13 · EIN 16-9201645 100 COURT ST · BINGHAMTON, NY 13901 | Contract Administrator | $9,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,374 | $69,763-70.8% | $67,502-69.8% | $74,495-72.7% |
| Participation rate | 97.3% | 71.4%+26.0pp | 72.9%+24.5pp | 67.2%+30.1pp |
| Annual return | 6.72% | -40.34%+47.1pp | 3512.12%-3505.4pp | 1364.94%-1358.2pp |
| Employer contribution / active EE | $4,083 | $2,704+51.0% | $2,731+49.5% | $2,623+55.6% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $317 | $896-64.6% | $3,998-92.1% | $1,942-83.7% |