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 | $1,781 |
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 | $172,821 | $55,453+211.7% | $170,442+1.4% | $62,292+177.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.05% | 21.38%-4.3pp | 205.93%-188.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $4,319 | $2,164+99.6% | $5,433-20.5% | $2,042+111.5% |
| Participant deferral / active EE | $5,624 | $2,303+144.2% | $4,939+13.8% | $3,169+77.4% |
| Admin fee / account holder | $784 | $455+72.4% | $13,880-94.3% | $479+63.6% |