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 | $106,707 |
Service code 27 · EIN 83-2499358 | Advisory (Plan) | $58,675 |
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 | $129,027 | $101,499+27.1% | $147,005-12.2% | $74,546+73.1% |
| Participation rate | 86.0% | 75.5%+10.4pp | 82.2%+3.8pp | 67.2%+18.8pp |
| Annual return | 16.54% | 8732.34%-8715.8pp | 418.76%-402.2pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $13,689 | $7,304+87.4% | $8,070+69.6% | $4,347+214.9% |
| Admin fee / account holder | $531 | $1,748-69.6% | $13,006-95.9% | $1,944-72.7% |