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 27 · EIN 04-2675571 | Advisory (Plan) | $30,391 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $20,472 |
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 | $143,584 | $73,638+95.0% | $108,410+32.4% | $79,386+80.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 12.37% | 33.27%-20.9pp | 905.27%-892.9pp | 116.85%-104.5pp |
| Employer contribution / active EE | $2,915 | $2,397+21.6% | $3,558-18.1% | $2,427+20.1% |
| Participant deferral / active EE | $5,408 | $6,218-13.0% | $6,563-17.6% | $4,046+33.7% |
| Admin fee / account holder | $394 | $638-38.2% | $7,295-94.6% | $626-37.0% |