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 9-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 42-0127290 | Contract Administrator | $39,358 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,388 |
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 | $42,264 | $66,124-36.1% | $90,404-53.2% | $73,488-42.5% |
| Participation rate | 84.6% | 69.7%+14.9pp | 72.7%+11.9pp | 70.7%+13.9pp |
| Annual return | 19.75% | 17.65%+2.1pp | 1293.02%-1273.3pp | 28.51%-8.8pp |
| Employer contribution / active EE | $1,546 | $2,346-34.1% | $3,262-52.6% | $2,270-31.9% |
| Participant deferral / active EE | $3,431 | $3,039+12.9% | $3,963-13.4% | $3,740-8.3% |
| Admin fee / account holder | $339 | $396-14.4% | $5,611-94.0% | $513-33.9% |