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 06-1050034 | Contract Administrator | $38,451 |
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 | $104,745 | $79,523+31.7% | $140,016-25.2% | $56,287+86.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -2.90% | 2.39%-5.3pp | 651.12%-654.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $8,263 | $3,350+146.6% | $5,606+47.4% | $2,111+291.4% |
| Participant deferral / active EE | $11,425 | $5,129+122.8% | $6,927+64.9% | $3,350+241.1% |
| Admin fee / account holder | $722 | $614+17.6% | $10,705-93.3% | $521+38.6% |