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 12 · EIN 39-0230590 | Claims processing; Participant commun... | $56,291 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,528 | $52,884+27.7% | $84,750-20.3% | $55,167+22.4% |
| Participation rate | 87.5% | 67.5%+20.0pp | 76.6%+10.9pp | 69.0%+18.5pp |
| Annual return | 9.09% | 18.03%-8.9pp | 22.78%-13.7pp | 169.23%-160.1pp |
| Employer contribution / active EE | $2,521 | $2,233+12.9% | $3,574-29.5% | $1,963+28.5% |
| Participant deferral / active EE | $5,107 | $2,644+93.2% | $3,712+37.6% | $3,054+67.2% |
| Admin fee / account holder | $348 | $581-40.1% | $5,332-93.5% | $504-30.9% |