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 | $54,576 |
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 | $179,994 | $80,724+123.0% | $103,333+74.2% | $74,495+141.6% |
| Participation rate | 87.2% | 65.7%+21.5pp | 74.5%+12.7pp | 67.2%+20.0pp |
| Annual return | 19.37% | 27.56%-8.2pp | 24.88%-5.5pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $9,743 | $3,157+208.6% | $3,868+151.9% | $2,623+271.5% |
| Participant deferral / active EE | $3,469 | $3,860-10.1% | $5,057-31.4% | $4,346-20.2% |
| Admin fee / account holder | $323 | $2,368-86.4% | $8,355-96.1% | $1,942-83.4% |