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 13 · EIN 42-0127290 | Contract Administrator | $84,032 |
GOOD LIFE ADVISORS, LLC4 years Service code 27 · EIN 47-1058535 | Advisory (Plan) | $32,116 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,253 | $84,487-31.1% | $125,339-53.5% | $66,914-12.9% |
| Participation rate | 98.5% | 76.4%+22.1pp | 82.4%+16.2pp | 69.8%+28.7pp |
| Annual return | -16.62% | -8.39%-8.2pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $951 | $3,553-73.2% | $4,814-80.2% | $2,544-62.6% |
| Participant deferral / active EE | $5,737 | $6,781-15.4% | $7,446-22.9% | $4,237+35.4% |
| Admin fee / account holder | $324 | $685-52.6% | $10,010-96.8% | $593-45.3% |