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 | $54,245 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $21,908 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $4,030 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $75,337 | $78,485-4.0% | $106,213-29.1% | $74,495+1.1% |
| Participation rate | 99.0% | 72.8%+26.2pp | 75.3%+23.8pp | 67.2%+31.8pp |
| Annual return | 16.70% | 15.95%+0.7pp | 116.14%-99.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,660 | $2,523+5.5% | $3,171-16.1% | $2,623+1.4% |
| Participant deferral / active EE | $7,634 | $4,322+76.6% | $5,016+52.2% | $4,346+75.7% |
| Admin fee / account holder | $446 | $2,232-80.0% | $11,033-96.0% | $1,942-77.0% |