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 16 · EIN 26-0058143 | Consulting | $41,454 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $39,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,773 | $73,638+84.4% | $95,952+41.5% | $73,488+84.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 15.35% | 16.78%-1.4pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,291 | $1,863+23.0% | $2,541-9.8% | $2,270+0.9% |
| Participant deferral / active EE | $4,499 | $3,617+24.4% | $4,167+8.0% | $3,740+20.3% |
| Admin fee / account holder | $425 | $482-11.9% | $6,795-93.7% | $513-17.2% |