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 | $66,264 |
Service code 49 · EIN 74-2794194 | Other Services | $39,156 |
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 | $113,253 | $88,083+28.6% | $164,813-31.3% | $74,495+52.0% |
| Participation rate | 94.7% | 73.0%+21.7pp | 78.6%+16.1pp | 67.2%+27.5pp |
| Annual return | 14.20% | 17.26%-3.1pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,571 | $2,593+37.7% | $4,341-17.7% | $2,623+36.1% |
| Participant deferral / active EE | $9,973 | $4,498+121.7% | $6,031+65.3% | $4,346+129.5% |
| Admin fee / account holder | $463 | $2,234-79.3% | $12,690-96.3% | $1,942-76.1% |