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 8-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 | $27,698 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,812 | $95,416+156.6% | $185,823+31.7% | $85,850+185.2% |
| Participation rate | 82.8% | 68.8%+14.1pp | 81.7%+1.1pp | 69.3%+13.5pp |
| Annual return | 13.13% | 23.59%-10.5pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $8,229 | $3,314+148.3% | $5,167+59.3% | $2,565+220.8% |
| Participant deferral / active EE | $8,768 | $3,423+156.1% | $5,568+57.5% | $3,952+121.9% |
| Admin fee / account holder | $304 | $7,213-95.8% | $16,237-98.1% | $6,260-95.1% |