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 | $8,386 |
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 | $56,897 | $79,634-28.6% | $64,489-11.8% | $79,634-28.6% |
| Participation rate | 96.4% | 62.5%+33.9pp | 67.7%+28.7pp | 62.5%+33.9pp |
| Annual return | 15.89% | 36.46%-20.6pp | 55.03%-39.1pp | 36.46%-20.6pp |
| Employer contribution / active EE | $2,918 | $2,529+15.4% | $1,523+91.6% | $2,529+15.4% |
| Participant deferral / active EE | $4,708 | $3,835+22.8% | $2,778+69.5% | $3,835+22.8% |
| Admin fee / account holder | $318 | $1,002-68.3% | $4,260-92.5% | $1,002-68.3% |