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 | $43,503 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,352 | $80,724-61.2% | $103,333-69.7% | $74,495-57.9% |
| Participation rate | 87.1% | 65.7%+21.5pp | 74.5%+12.6pp | 67.2%+19.9pp |
| Annual return | 12.46% | 27.56%-15.1pp | 24.88%-12.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,449 | $3,157-54.1% | $3,868-62.5% | $2,623-44.8% |
| Participant deferral / active EE | $4,360 | $3,860+13.0% | $5,057-13.8% | $4,346+0.3% |
| Admin fee / account holder | $313 | $2,368-86.8% | $8,355-96.3% | $1,942-83.9% |