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 | $89,875 |
INDEPENDENT FINANCIAL1 year Service code 27 · EIN 83-0951655 | Advisory (Plan) | $79,375 |
Service code 10 · EIN 39-0747409 | Accounting | $17,937 |
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 | $132,551 | $129,021+2.7% | $184,203-28.0% | $77,643+70.7% |
| Participation rate | 97.0% | 87.3%+9.7pp | 86.8%+10.2pp | 70.6%+26.4pp |
| Annual return | 13.54% | 33.27%-19.7pp | 28.81%-15.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $3,864 | $4,413-12.4% | $6,427-39.9% | $2,726+41.7% |
| Participant deferral / active EE | $7,760 | $7,297+6.3% | $9,131-15.0% | $4,647+67.0% |
| Admin fee / account holder | $366 | $254+44.0% | $13,901-97.4% | $430-15.1% |