Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 42-0127290 | Contract Administrator | $60,546 |
IVC WEALTH ADVISORS LLC6 years Service code 27 · EIN 47-1654678 | Advisory (Plan) | $29,212 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,770 | $66,457+32.1% | $81,438+7.8% | $77,671+13.0% |
| Participation rate | 77.4% | 68.7%+8.7pp | 69.5%+7.9pp | 70.6%+6.9pp |
| Annual return | 14.84% | 15.93%-1.1pp | 24.74%-9.9pp | 31.21%-16.4pp |
| Employer contribution / active EE | $3,813 | $2,159+76.6% | $2,460+55.0% | $2,726+39.8% |
| Participant deferral / active EE | $3,636 | $3,679-1.2% | $3,883-6.4% | $4,648-21.8% |
| Admin fee / account holder | $392 | $583-32.7% | $5,764-93.2% | $430-8.8% |