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 | $72,199 |
INDEPENDENT FINANCIAL2 years Filed as: INDEPENDENT FINANCIAL PA Service code 13 · EIN 83-0951655 | Contract Administrator | $71,679 |
Filed as: REILLY, PENNER & BENTON Service code 10 · EIN 39-0747409 | Accounting | $15,400 |
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 | $120,241 | $86,897+38.4% | $151,611-20.7% | $64,808+85.5% |
| Participation rate | 88.4% | 87.3%+1.2pp | 87.5%+0.9pp | 71.5%+17.0pp |
| Annual return | 7.46% | -3.57%+11.0pp | 3.33%+4.1pp | 32.82%-25.4pp |
| Employer contribution / active EE | $3,766 | $4,010-6.1% | $6,166-38.9% | $2,506+50.3% |
| Participant deferral / active EE | $5,890 | $6,690-12.0% | $8,363-29.6% | $4,310+36.6% |
| Admin fee / account holder | $315 | $153+105.8% | $11,616-97.3% | $188+67.6% |