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 42-0127290 | Contract Administrator | $8,386 |
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 | $56,897 | $50,529+12.6% | $66,042-13.8% | $85,563-33.5% |
| Participation rate | 96.4% | 57.7%+38.7pp | 67.5%+28.9pp | 66.0%+30.4pp |
| Annual return | 15.89% | 18.34%-2.5pp | 52.11%-36.2pp | 31.51%-15.6pp |
| Employer contribution / active EE | $2,918 | $1,111+162.7% | $1,579+84.8% | $2,654+10.0% |
| Participant deferral / active EE | $4,708 | $2,768+70.1% | $2,835+66.0% | $4,375+7.6% |
| Admin fee / account holder | $318 | $1,005-68.4% | $5,747-94.5% | $834-61.9% |