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 13 · EIN 42-0127290 | Contract Administrator | $54,386 |
ADVISER INVESTMENTS1 year Filed as: ADVISOR INVESTMENTS LLC Service code 27 · EIN 27-4946566 | Advisory (Plan) | $33,303 |
HKM1 year Service code 10 · EIN 13-4008185 | Accounting | $19,000 |
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 | $151,928 | $82,978+83.1% | $129,995+16.9% | $71,457+112.6% |
| Participation rate | 94.0% | 74.1%+19.9pp | 78.5%+15.5pp | 67.9%+26.0pp |
| Annual return | 13.55% | 20.60%-7.1pp | -137.18%+150.7pp | 28.85%-15.3pp |
| Employer contribution / active EE | $4,226 | $2,622+61.2% | $4,320-2.2% | $2,588+63.3% |
| Participant deferral / active EE | $6,449 | $4,432+45.5% | $5,820+10.8% | $4,289+50.4% |
| Admin fee / account holder | $401 | $1,729-76.8% | $10,614-96.2% | $1,587-74.7% |