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 | $88,796 |
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 | $229,234 | $213,957+7.1% | $149,696+53.1% | - |
| Participation rate | 96.0% | 79.5%+16.4pp | 82.5%+13.5pp | - |
| Annual return | 1.07% | 9.83%-8.8pp | 276.60%-275.5pp | - |
| Employer contribution / active EE | $6,330 | $3,868+63.6% | $4,644+36.3% | - |
| Participant deferral / active EE | $8,271 | $6,177+33.9% | $6,842+20.9% | - |
| Admin fee / account holder | $580 | $24,510-97.6% | $9,309-93.8% | - |