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 | $20,626 |
INSTITUTIONAL INVESTMENT COUNSEL5+ years Service code 16 · EIN 81-0635433 | Consulting | $15,000 |
Filed as: STEPHEN C HIMEL - CERTIFIED PUBLIC Service code 10 · EIN 20-8410792 | Accounting | $9,750 |
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 | $97,048 | $63,442+53.0% | $68,791+41.1% | $66,914+45.0% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -11.35% | -8.29%-3.1pp | -6.38%-5.0pp | 1.58%-12.9pp |
| Employer contribution / active EE | $6,786 | $1,775+282.3% | $2,655+155.6% | $2,544+166.7% |
| Participant deferral / active EE | $8,464 | $2,945+187.4% | $3,941+114.8% | $4,237+99.8% |
| Admin fee / account holder | $336 | $577-41.8% | $4,932-93.2% | $593-43.4% |