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 | $55,412 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,416 | $76,670+105.3% | $96,683+62.8% | $71,457+120.3% |
| Participation rate | 82.4% | 66.6%+15.9pp | 74.3%+8.1pp | 67.9%+14.5pp |
| Annual return | -5.51% | 48.29%-53.8pp | 35.69%-41.2pp | 28.85%-34.4pp |
| Employer contribution / active EE | $8,928 | $3,031+194.5% | $3,737+138.9% | $2,588+245.0% |
| Participant deferral / active EE | $3,145 | $3,771-16.6% | $4,878-35.5% | $4,289-26.7% |
| Admin fee / account holder | $357 | $2,028-82.4% | $6,730-94.7% | $1,587-77.5% |