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 | $44,765 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,996 |
OLSEN THIELEN & CO., LTD.4 years Service code 10 · EIN 41-1360831 | Accounting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,932 | $87,870+377.9% | $113,168+271.1% | $74,304+465.2% |
| Participation rate | 95.2% | 70.7%+24.4pp | 76.6%+18.6pp | 60.3%+34.8pp |
| Annual return | 12.06% | 26.44%-14.4pp | 24.27%-12.2pp | 29.43%-17.4pp |
| Employer contribution / active EE | $5,915 | $2,277+159.8% | $2,975+98.8% | $2,241+163.9% |
| Participant deferral / active EE | $9,743 | $4,241+129.7% | $5,107+90.8% | $3,767+158.6% |
| Admin fee / account holder | $703 | $3,368-79.1% | $12,068-94.2% | $2,969-76.3% |