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 25-1900215 | Contract Administrator | $71,048 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,893 | $225,748-8.8% | $136,294+51.1% | - |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+11.0pp | - |
| Annual return | 18.33% | 13.52%+4.8pp | 5155.94%-5137.6pp | - |
| Employer contribution / active EE | $6,003 | $3,134+91.5% | $4,695+27.8% | - |
| Participant deferral / active EE | $8,356 | $4,803+74.0% | $6,247+33.8% | - |
| Admin fee / account holder | $515 | $10,864-95.3% | $9,243-94.4% | - |