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 | $55,817 |
Service code 13 · EIN 36-4212397 | Contract Administrator | $16,282 |
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 | $193,901 | $132,049+46.8% | $200,582-3.3% | $74,304+161.0% |
| Participation rate | 94.3% | 84.1%+10.2pp | 86.9%+7.4pp | 60.3%+33.9pp |
| Annual return | 15.91% | 22.22%-6.3pp | 42.33%-26.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $3,039 | $4,558-33.3% | $6,419-52.7% | $2,241+35.6% |
| Participant deferral / active EE | $11,236 | $7,213+55.8% | $9,331+20.4% | $3,767+198.2% |
| Admin fee / account holder | $365 | $2,405-84.8% | $16,305-97.8% | $2,969-87.7% |