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 27 · EIN 16-1140261 | Advisory (Plan) | $38,688 |
Service code 12 · EIN 23-3038464 | Claims processing; Participant commun... | $29,988 |
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 | $56,424 | $69,362-18.7% | $101,248-44.3% | $73,488-23.2% |
| Participation rate | 95.1% | 68.4%+26.7pp | 75.8%+19.3pp | 70.7%+24.4pp |
| Annual return | 11.26% | 18.46%-7.2pp | 46.47%-35.2pp | 28.51%-17.3pp |
| Employer contribution / active EE | $2,637 | $2,628+0.3% | $3,660-27.9% | $2,270+16.2% |
| Participant deferral / active EE | $3,432 | $3,300+4.0% | $4,370-21.5% | $3,740-8.2% |
| Admin fee / account holder | $368 | $704-47.6% | $5,945-93.8% | $513-28.2% |