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 | $84,442 |
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 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 | $230,559 | $89,355+158.0% | $141,162+63.3% | $72,985+215.9% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 5.33% | 111.85%-106.5pp | 71.39%-66.1pp | 81.00%-75.7pp |
| Employer contribution / active EE | $6,768 | $3,114+117.3% | $4,735+42.9% | $2,440+177.4% |
| Participant deferral / active EE | $8,980 | $5,418+65.7% | $6,709+33.8% | $3,607+148.9% |
| Admin fee / account holder | $571 | $5,958-90.4% | $10,261-94.4% | $5,124-88.9% |