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 | $48,039 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $26,523 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $6,999 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $1,099 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $68,871 | $88,083-21.8% | $164,813-58.2% | $74,495-7.5% |
| Participation rate | 90.8% | 73.0%+17.8pp | 78.6%+12.2pp | 67.2%+23.6pp |
| Annual return | 15.90% | 17.26%-1.4pp | 69.93%-54.0pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,723 | $2,593+5.0% | $4,341-37.3% | $2,623+3.8% |
| Participant deferral / active EE | $4,999 | $4,498+11.1% | $6,031-17.1% | $4,346+15.0% |
| Admin fee / account holder | $351 | $2,234-84.3% | $12,690-97.2% | $1,942-81.9% |