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) | $41,707 |
Service code 12 · EIN 23-3038464 | Contract Administrator; Recordkeeping... | $33,908 |
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 | $62,298 | $77,660-19.8% | $109,143-42.9% | $79,386-21.5% |
| Participation rate | 94.4% | 67.8%+26.6pp | 75.9%+18.5pp | 70.7%+23.7pp |
| Annual return | 14.10% | 23.44%-9.3pp | 25.75%-11.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,274 | $2,797-18.7% | $3,722-38.9% | $2,427-6.3% |
| Participant deferral / active EE | $2,823 | $3,518-19.7% | $4,653-39.3% | $4,046-30.2% |
| Admin fee / account holder | $398 | $732-45.6% | $6,752-94.1% | $626-36.5% |