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 17 · EIN 13-5674085 | Pension Consulting | $32,629 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,660 |
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 | $98,435 | $58,320+68.8% | $86,436+13.9% | $66,914+47.1% |
| Participation rate | 71.2% | 78.6%-7.4pp | 80.3%-9.1pp | 69.8%+1.4pp |
| Annual return | -13.26% | -9.71%-3.6pp | 4394.89%-4408.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $2,634 | $2,615+0.7% | $3,769-30.1% | $2,544+3.5% |
| Participant deferral / active EE | $3,604 | $6,899-47.8% | $6,952-48.2% | $4,237-14.9% |
| Admin fee / account holder | $445 | $546-18.5% | $6,731-93.4% | $593-25.0% |