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 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $128,268 |
WISS & COMPANY, LLP4 years Service code 10 · EIN 22-1732349 | Accounting | $19,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,927 | $69,362+466.5% | $101,248+288.1% | $73,488+434.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 16.96% | 18.46%-1.5pp | 46.47%-29.5pp | 28.51%-11.6pp |
| Employer contribution / active EE | $4,295 | $2,628+63.4% | $3,660+17.4% | $2,270+89.2% |
| Participant deferral / active EE | $12,640 | $3,300+283.0% | $4,370+189.2% | $3,740+238.0% |
| Admin fee / account holder | $647 | $704-8.1% | $5,945-89.1% | $513+26.1% |