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 | $51,072 |
Service code 49 · EIN 74-2794194 | Other Services | $18,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,205 | $86,655+19.1% | $119,609-13.7% | $66,914+54.2% |
| Participation rate | 84.6% | 75.6%+9.0pp | 79.3%+5.4pp | 69.8%+14.8pp |
| Annual return | -11.78% | -8.00%-3.8pp | -14.97%+3.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,660 | $2,536+4.9% | $4,232-37.1% | $2,544+4.5% |
| Participant deferral / active EE | $7,813 | $4,358+79.3% | $5,602+39.5% | $4,237+84.4% |
| Admin fee / account holder | $415 | $755-45.0% | $10,323-96.0% | $593-30.0% |