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 6-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 | $4,719 |
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 | $58,139 | $53,162+9.4% | $91,220-36.3% | $68,494-15.1% |
| Participation rate | 91.4% | 63.2%+28.2pp | 73.2%+18.2pp | 67.9%+23.5pp |
| Annual return | -15.75% | -3.14%-12.6pp | 114.01%-129.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,569 | $1,709+50.3% | $2,850-9.9% | $2,596-1.1% |
| Participant deferral / active EE | $7,906 | $2,974+165.9% | $4,234+86.8% | $4,027+96.3% |
| Admin fee / account holder | $311 | $4,493-93.1% | $5,420-94.3% | $5,403-94.2% |