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 | $112,091 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,690 | $84,487+81.9% | $125,339+22.6% | $66,914+129.7% |
| Participation rate | 87.0% | 76.4%+10.6pp | 82.4%+4.6pp | 69.8%+17.2pp |
| Annual return | -15.88% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $4,956 | $3,553+39.5% | $4,814+3.0% | $2,544+94.8% |
| Participant deferral / active EE | $6,961 | $6,781+2.6% | $7,446-6.5% | $4,237+64.3% |
| Admin fee / account holder | $760 | $685+10.9% | $10,010-92.4% | $593+28.1% |