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 | $104,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,630 | $82,664+189.9% | $125,339+91.2% | $68,494+249.9% |
| Participation rate | 96.7% | 75.0%+21.7pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -10.32% | -5.97%-4.4pp | 572.05%-582.4pp | -7.84%-2.5pp |
| Employer contribution / active EE | $7,752 | $3,381+129.3% | $4,814+61.0% | $2,596+198.6% |
| Participant deferral / active EE | $9,996 | $6,110+63.6% | $7,446+34.2% | $4,027+148.2% |
| Admin fee / account holder | $669 | $6,275-89.3% | $10,010-93.3% | $5,403-87.6% |