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 26 · EIN 59-3766965 | Advisory (Participants) | $29,896 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $23,439 |
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 | $111,300 | $71,050+56.7% | $93,606+18.9% | $80,856+37.7% |
| Participation rate | 96.9% | 60.4%+36.5pp | 68.7%+28.2pp | 67.6%+29.3pp |
| Annual return | 15.21% | 11.26%+4.0pp | 133.20%-118.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,449 | $1,564+120.6% | $2,420+42.5% | $2,755+25.2% |
| Participant deferral / active EE | $7,525 | $4,034+86.5% | $4,411+70.6% | $4,296+75.2% |
| Admin fee / account holder | $386 | $6,945-94.4% | $8,285-95.3% | $6,918-94.4% |