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 42-0127290 | Contract Administrator | $60,741 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,482 |
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 | $68,030 | $56,317+20.8% | $71,209-4.5% | $74,304-8.4% |
| Participation rate | 98.1% | 55.1%+43.0pp | 73.8%+24.3pp | 60.3%+37.8pp |
| Annual return | 17.15% | 42.83%-25.7pp | 282.51%-265.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,824 | $2,160+30.7% | $2,721+3.8% | $2,241+26.0% |
| Participant deferral / active EE | $8,304 | $2,788+197.9% | $4,175+98.9% | $3,767+120.4% |
| Admin fee / account holder | $328 | $2,290-85.7% | $5,349-93.9% | $2,969-88.9% |