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 | $4,749 |
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 | $152,255 | $56,423+169.8% | $77,163+97.3% | $71,457+113.1% |
| Participation rate | 93.2% | 64.3%+28.9pp | 69.6%+23.7pp | 67.9%+25.3pp |
| Annual return | 17.46% | 19.05%-1.6pp | 37.87%-20.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $8,728 | $1,866+367.7% | $2,535+244.3% | $2,588+237.3% |
| Participant deferral / active EE | $5,454 | $3,142+73.6% | $3,833+42.3% | $4,289+27.2% |
| Admin fee / account holder | $537 | $1,429-62.4% | $5,472-90.2% | $1,587-66.2% |