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) | $37,990 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $20,934 |
Service code 10 · EIN 41-1360831 | Accounting | $9,700 |
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 | $115,978 | $58,320+98.9% | $86,436+34.2% | $66,914+73.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.16% | -9.71%-5.4pp | 4394.89%-4410.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,140 | $2,615-18.2% | $3,769-43.2% | $2,544-15.9% |
| Participant deferral / active EE | $5,957 | $6,899-13.7% | $6,952-14.3% | $4,237+40.6% |
| Admin fee / account holder | $449 | $546-17.8% | $6,731-93.3% | $593-24.3% |