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 7-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 06-1050034 | Contract Administrator | $20,059 |
INSTITUTIONAL INVESTMENT COUNSEL3+ years Service code 16 · EIN 81-0635433 | Consulting | $10,000 |
Filed as: STEPHEN C HIMEL - CERTIFIED PUBLIC Service code 10 · EIN 20-8410792 | Accounting | $8,750 |
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 | $121,137 | $55,636+117.7% | $81,983+47.8% | $73,488+64.8% |
| Participation rate | 95.5% | 62.3%+33.2pp | 69.2%+26.2pp | 70.7%+24.8pp |
| Annual return | 20.25% | 19.07%+1.2pp | 41.31%-21.1pp | 28.51%-8.3pp |
| Employer contribution / active EE | $6,430 | $1,625+295.8% | $2,498+157.4% | $2,270+183.2% |
| Participant deferral / active EE | $7,693 | $2,762+178.5% | $3,722+106.7% | $3,740+105.7% |
| Admin fee / account holder | $340 | $493-30.9% | $5,664-94.0% | $513-33.6% |