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 | $53,599 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 36-3168081 | Accounting | $32,032 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $28,287 |
MORNINGSTAR3 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 | $74,342 | $96,484-22.9% | $156,263-52.4% | $74,304+0.1% |
| Participation rate | 93.6% | 67.7%+25.9pp | 78.9%+14.7pp | 60.3%+33.2pp |
| Annual return | 22.67% | 17.73%+4.9pp | 59.47%-36.8pp | 29.43%-6.8pp |
| Employer contribution / active EE | $2,912 | $2,528+15.2% | $4,333-32.8% | $2,241+29.9% |
| Participant deferral / active EE | $5,184 | $4,286+20.9% | $6,158-15.8% | $3,767+37.6% |
| Admin fee / account holder | $468 | $3,728-87.4% | $14,255-96.7% | $2,969-84.2% |