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 | $33,303 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,212 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,498 | $69,477+8.7% | $94,646-20.2% | $71,457+5.7% |
| Participation rate | 74.0% | 78.4%-4.4pp | 80.8%-6.8pp | 67.9%+6.1pp |
| Annual return | 16.70% | 29.66%-13.0pp | 156.71%-140.0pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,879 | $2,853+0.9% | $3,672-21.6% | $2,588+11.2% |
| Participant deferral / active EE | $4,071 | $7,345-44.6% | $7,418-45.1% | $4,289-5.1% |
| Admin fee / account holder | $336 | $1,210-72.2% | $7,231-95.3% | $1,587-78.8% |