Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,337 | $78,483-4.0% | $106,201-29.1% | $74,546+1.1% |
| Participation rate | 99.0% | 72.8%+26.2pp | 75.3%+23.7pp | 67.2%+31.8pp |
| Annual return | 16.70% | 15.94%+0.8pp | 116.26%-99.6pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $2,660 | $2,522+5.5% | $3,170-16.1% | $2,624+1.4% |
| Participant deferral / active EE | $7,634 | $4,320+76.7% | $5,012+52.3% | $4,347+75.6% |
| Admin fee / account holder | $446 | $2,236-80.0% | $11,039-96.0% | $1,944-77.0% |