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 | $57,178 |
Service code 49 · EIN 74-2794194 | Other Services | $34,496 |
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 | $120,335 | $82,978+45.0% | $129,995-7.4% | $71,457+68.4% |
| Participation rate | 91.7% | 74.1%+17.6pp | 78.5%+13.2pp | 67.9%+23.7pp |
| Annual return | 21.26% | 20.60%+0.7pp | -137.18%+158.4pp | 28.85%-7.6pp |
| Employer contribution / active EE | $3,398 | $2,622+29.6% | $4,320-21.3% | $2,588+31.3% |
| Participant deferral / active EE | $9,241 | $4,432+108.5% | $5,820+58.8% | $4,289+115.5% |
| Admin fee / account holder | $420 | $1,729-75.7% | $10,614-96.0% | $1,587-73.5% |