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 | Claims processing; Float revenue; Rec... | $163,250 |
WISS & COMPANY, LLP5 years Service code 10 · EIN 22-1732349 | Accounting | $21,400 |
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 | $410,207 | $77,660+428.2% | $109,143+275.8% | $79,386+416.7% |
| Participation rate | 99.5% | 67.8%+31.7pp | 75.9%+23.6pp | 70.7%+28.8pp |
| Annual return | 15.80% | 23.44%-7.6pp | 25.75%-10.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $4,082 | $2,797+45.9% | $3,722+9.7% | $2,427+68.2% |
| Participant deferral / active EE | $12,017 | $3,518+241.6% | $4,653+158.3% | $4,046+197.1% |
| Admin fee / account holder | $733 | $732+0.1% | $6,752-89.1% | $626+17.0% |