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 9-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 22-2725182 | Contract Administrator | $8,250 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,561 |
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 | $30,601 | $55,415-44.8% | $155,509-80.3% | $74,495-58.9% |
| Participation rate | 80.5% | 61.9%+18.6pp | 78.2%+2.3pp | 67.2%+13.3pp |
| Annual return | 10.18% | 268.50%-258.3pp | 64.67%-54.5pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,966 | $2,267-13.3% | $4,672-57.9% | $2,623-25.0% |
| Participant deferral / active EE | $2,408 | $2,836-15.1% | $5,626-57.2% | $4,346-44.6% |
| Admin fee / account holder | $315 | $1,738-81.9% | $15,912-98.0% | $1,942-83.8% |