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 | $31,774 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $16,380 |
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 | $48,450 | $69,848-30.6% | $115,756-58.1% | $66,914-27.6% |
| Participation rate | 98.1% | 70.6%+27.4pp | 77.1%+21.0pp | 69.8%+28.3pp |
| Annual return | -15.33% | 969.66%-985.0pp | 143.14%-158.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,853 | $2,613-29.1% | $3,793-51.1% | $2,544-27.2% |
| Participant deferral / active EE | $4,148 | $4,274-2.9% | $6,254-33.7% | $4,237-2.1% |
| Admin fee / account holder | $391 | $337+16.1% | $8,124-95.2% | $593-34.0% |