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 | Shareholder servicing fees; Direct pa... | $157,714 |
WISS & COMPANY, LLP7 years Service code 11 · EIN 22-1732349 | Actuarial | $23,000 |
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 | $294,003 | $76,670+283.5% | $96,683+204.1% | $71,457+311.4% |
| Participation rate | 99.2% | 66.6%+32.6pp | 74.3%+24.8pp | 67.9%+31.2pp |
| Annual return | 20.64% | 48.29%-27.6pp | 35.69%-15.1pp | 28.85%-8.2pp |
| Employer contribution / active EE | $4,518 | $3,031+49.0% | $3,737+20.9% | $2,588+74.6% |
| Participant deferral / active EE | $13,329 | $3,771+253.4% | $4,878+173.2% | $4,289+210.8% |
| Admin fee / account holder | $563 | $2,028-72.2% | $6,730-91.6% | $1,587-64.5% |