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 | $59,792 |
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 | $187,436 | $86,944+115.6% | $107,525+74.3% | $74,304+152.3% |
| Participation rate | 90.2% | 59.6%+30.6pp | 75.1%+15.1pp | 60.3%+29.8pp |
| Annual return | 4.19% | 23.52%-19.3pp | 181.32%-177.1pp | 29.43%-25.2pp |
| Employer contribution / active EE | $12,918 | $2,757+368.6% | $3,754+244.2% | $2,241+476.4% |
| Participant deferral / active EE | $4,858 | $3,554+36.7% | $5,116-5.0% | $3,767+28.9% |
| Admin fee / account holder | $336 | $3,727-91.0% | $8,919-96.2% | $2,969-88.7% |