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 | $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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,901 | $128,603+50.8% | $197,124-1.6% | $67,986+185.2% |
| Participation rate | 94.3% | 81.7%+12.6pp | 86.7%+7.6pp | 57.2%+37.1pp |
| Annual return | 15.91% | 23.77%-7.9pp | 44.34%-28.4pp | 31.67%-15.8pp |
| Employer contribution / active EE | $3,039 | $4,379-30.6% | $6,227-51.2% | $2,019+50.6% |
| Participant deferral / active EE | $11,236 | $6,840+64.3% | $9,135+23.0% | $3,358+234.6% |
| Admin fee / account holder | $365 | $3,035-88.0% | $16,298-97.8% | $3,203-88.6% |