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 9-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 | $72,657 |
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 | $60,875 | $61,774-1.5% | $97,226-37.4% | $80,856-24.7% |
| Participation rate | 98.8% | 63.5%+35.3pp | 72.7%+26.2pp | 67.6%+31.2pp |
| Annual return | 14.84% | -557.90%+572.7pp | 75.13%-60.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $6,634 | $1,837+261.2% | $2,729+143.1% | $2,755+140.8% |
| Participant deferral / active EE | $11,484 | $3,029+279.2% | $4,264+169.3% | $4,296+167.3% |
| Admin fee / account holder | $555 | $5,166-89.3% | $5,654-90.2% | $6,918-92.0% |